J.P. Morgan Private Bank

Spear’s Review

J.P. Morgan Private Bank, the global private banking division of JPMorgan Chase & Co, offers investment advisory and management; tax, trust and estate planning; capital markets and advisory services; lending solutions; and other specialty wealth advisory services. 

It also offers day-to-day banking solutions for HNW and UHNW individuals and businesses, as well as private banking custody services and digital capabilities for US and non-US clients.

Headquartered in New York, the private bank operates in the Americas, Asia, the Middle East and Africa, and Europe. Overseeing $3.6 trillion in client assets globally as of end-2024, it focuses on the needs of ‘the most sophisticated clients’ who require the scope and breadth of a firm the size of J.P. Morgan.