Wealth Management

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What we do

Wealth Management creates comprehensive first-class strategies for building, preserving and transferring wealth for some of the world’s wealthiest individuals and families. We build lasting relationships.

$2.4 tn

in client assets as of 2014

Did you know?

J.P. Morgan private bankers are consistently voted as Barron’s top advisors.

Hear from our people

How we’re organized

Our Wealth Management teams support and work in locations throughout the world to meet the needs of our clients.

Integrated team

Manages all aspects of our clients’ finances, from routine banking to investing and estate planning. Team professionals include:

  • Bankers – Oversee client relationships, providing strategic advice and access to specialists.
  • Investors – Assess clients’ true risk tolerance to provide the best investment advice and solutions.
  • Capital Advisors – Customize credit solutions to assist clients in financing or extracting liquidity.
  • Wealth Advisors – Design strategies to acquire, manage and transfer wealth.

Investment Solutions team

Focuses on investment strategy, portfolio construction and creating solutions for client portfolios. Team professionals include:

  • Strategists – Formulate investment strategies, construct portfolios and determine asset allocations within and across asset classes.
  • Solutions Specialists – Structure opportunistic investment ideas across asset classes.
  • Client Service Specialists – Manage client inquiries and day-to-day administration for client accounts.


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