Private Banking

J.P. Morgan Private Banking clients in Brazil have access to the global capabilities of a world leader in asset and wealth management services. These extensive resources are complemented by our local presence and thorough understanding of the complexities of managing wealth that are unique to individuals and families in Brazil.

Our global presence gives clients the ability to invest and conduct business around the world. To help clients manage issues that arise across borders, we provide the advantage of a multi-disciplinary team of experts. This integrated team examines all aspects of client portfolios – including investments, risk management, liquidity and credit – alongside personal goals, such as wealth transfer, family governance and philanthropy.

Our experience and understanding of the needs of wealthy Brazilian families is as valuable to our clients now as it was in the 1960s, when we first established a presence in the country. Through our offices in Belo Horizonte, Curitiba, Porto Alegre, Rio de Janeiro and São Paulo, we are able to provide our clients access to a wide array investment opportunities in the Brazilian market, such as managed funds of funds, hedge funds, foreign exchange and brokerage services. In addition, we offer clients customized credit solutions, as well as guidance and expertise in matters of succession and estate planning. Our aim is, and has always been, to put our legacy in wealth management to the service of our clients, to help them build theirs.

Through IPB Online, our clients have a secure communication tool with their J.P. Morgan team.

Click here to read the Proxy Voting (PT). Click here to read the Mark to Market Manual (PT).