Asset and Wealth Management

Gain access to one of the world’s largest wealth managers.

#1

J.P. Morgan was named the No. 1 Private Bank Overall in North America1.

$2.8T

In 2017, J.P. Morgan Asset and Wealth Management held a record $2.8 trillion in client assets.

98%

J.P. Morgan’s retention rate for top senior portfolio management talent is near-perfect.

99%

Retirement LinkSM, J.P. Morgan’s full-service retirement plan solution, maintains a 99 percent relationship manager satisfaction rate2.

J.P. Morgan has been a leading asset manager for individuals, advisors and institutions for many decades, with roots dating back to the earliest cross-border fund managers in the industry. Gain access to strategic global market insights and a range of investment capabilities that few other firms can match.

Private Bank

What can private banking do for you? At J.P. Morgan Private Bank, we3 work with achievers like you to identify the impact you want to make on the world. Then we help you create a custom financial plan that puts your money to work toward achieving those goals. We’ve brought together everything you need: investing, banking, lending and trust specialists, along with a deep bench of planning experts who can provide advice on everything from executive compensation to private business advisory to philanthropy. When you need it, we share connections to a strong network of your peers and every part of J.P. Morgan globally. All this, so that you can fulfill the purpose you envision for your life, family, community and beyond. Learn more here.

 

Global Investment Management

J.P. Morgan Asset Management’s investment professionals provide strategies that span the full spectrum of asset classes, including equity, fixed income, alternatives, money market, ETFs and multi-asset solutions. With deep local knowledge, global investment expertise and a breadth of experience across market cycles, both professional and individual investors receive personalized insights to help make smart, long-term investment decisions. Learn more here.

 

Retirement Plans

Build stronger retirement plans for your employees at lower costs with J.P. Morgan Retirement LinkSM. This full-service 401(k) retirement plan solution puts the breadth of J.P. Morgan’s investment capabilities, thought leadership and best-in-class2 service at your fingertips to help you deliver more robust plans and help your employees get on a more secure retirement path. Learn more here.

 


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1 Euromoney, February 2018

2 Chatham Partners Satisfaction Survey, 2017. When evaluating DC providers, a top 2 box rating of 85 percent or greater corresponds to best-in-class rating. Eight out of the top 14 DC providers are incorporated into this survey. Best-in-class rating for Overall Satisfaction, Relationship Management, Account Management, Participant Services.

3 Products and services may be provided by Commercial Banking affiliates, securities affiliates or other JPMC affiliates or entities.