The Private Bank’s mission is to build, preserve & transform our client’s wealth.
We work with a variety of clients to help them achieve their unique ambitions.
Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.
We have worked with clients for more than 200 years to help them achieve their unique ambitions.
Prioritizing the goals and complex needs of our Asian, Black, Hispanic and Latino, LGBTQ+ and women clients.
Prioritizing the goals and complex needs of our Asian, Black, Hispanic and Latino, LGBTQ+ and women clients.
We are proud to help our Asian American clientele build stronger connections within our global network and beyond. Through an understanding of multi-generational cultures and family values, we provide tailored advice on topics such as investing, planning for generational wealth, trusts and estates, business succession, next-gen readiness and financial stewardship. Building deep partnerships and lasting legacies, we support the Asian American community by celebrating culture, strengthening connectivity and honoring family values, while maintaining high standards for protecting privacy.
We are dedicated to delivering intentional strategies for Black individuals and families to ensure their wealth impacts generations by leveraging the full offerings and power of the firm. We present content and deliver opportunities with thought leaders on topics that align with your wealth goals. Also, as part of our commitment to being the firm of choice for the Black community, we create culturally nuanced and premier events to strengthen connections.
We are focused on helping Hispanic and Latino families achieve their wealth goals by building lasting trust through personal connections. With an understanding of rich cultural and family values, we position our advice around topics relevant to this community, such as business succession, trust and estate planning, and philanthropy. We empower our communities by developing events focused on thought leadership and leveraging the full offerings of the firm.
Read our L'ATTITUDE panel recap
We are committed to connecting with our LGBTQ+ clients in a personal and meaningful way. Going beyond the balance sheet, we offer personalized advice on topics such as family wealth planning, philanthropy, and trusts and estates. Backed by one of the most robust financial platforms in the industry, we support our LGBTQ+ clients with a personal touch.
We're here to help women foster continued growth and success and achieve their financial goals. Bringing together women in our network at various stages of their wealth journeys, we provide tailored advice on important topics and strategies. Through curated content and connections, we offer women powerful tools and relationships to help them flourish in their personal and professional lives.
Highlights from our International Women's Day sponsored event
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Diverse wealth is the private bank's intentional strategy to engage our diverse and multicultural clients in a way that is culturally relevant, that is authentic, but most importantly prioritizes the nuanced needs within our diverse communities.
We create deliberate, authentic, culturally relevant opportunities for our clients and our prospects to engage with bankers across the firm on things that matter to them. And that's one of the things that we realize that when you are deciding the relationship that you want to have with a bank that you want them to show up where you show up. You want them to understand what matters to you. And what our commitment is to say we want to be the bank of choice for your wealth to impact generations.
The breadth and depth of our platform is unlike any other whether it is a client looking to invest in something that they're more passionate about, whether a client wants to be more philanthropic, and we want to help them find and figure out what those philanthropic goals are.
What we're trying to do is getting really involved with the community in every aspect that this involves. We're talking to foundations. We're talking to key players within the community. We're expanding our reach to not only be able to provide a service that we provide through the private bank to our clients but also caring about our community and getting involved with it.
The diverse wealth is really taking advice that we have for all of our clients and tailoring it for our female clients through women in wealth. And what that means is really understanding how women make decisions, how women think about their investments, what women need in terms of advice, and really thinking through that.
We like to surround our clients with a full breadth of solutions. And that includes dealing with investments, banking, lending. But it also means dealing with their family dynamics and who they truly are.
We wanted to identify with the needs and the services that they needed with a cultural overlay for our advisors to better connect with these families on topics of interest that matter to them.
Diverse wealth is the opportunity to deliver the JPMorgan platform in a culturally nuanced way because we understand that our clients and their differences change the way that they view planning, borrowing, investing, and banking.
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[MUSIC PLAYING]
(DESCRIPTION)
Logo, J.P. Morgan Private Bank.
Text, Sandy Choute, Head of Diverse Wealth and Diverse Advisory Experience, J.P. Morgan Private Bank. Sandy stands and speaks to us.
(SPEECH)
Diverse wealth is the private bank's intentional strategy to engage our diverse and multicultural clients in a way that is culturally relevant, that is authentic, but most importantly prioritizes the nuanced needs within our diverse communities.
We
(DESCRIPTION)
Text, Deb Langford, Head of Black Wealth, J.P. Morgan Private Bank. Deb stands and speaks to us.
(SPEECH)
create deliberate, authentic, culturally relevant opportunities for our clients and our prospects to engage with bankers across the firm on things that matter to them. And
(DESCRIPTION)
A room of dozens of black men and women wearing nametags talking together in small groups.
(SPEECH)
that's one of the things that we realize that when you are deciding the relationship that you want to have with a bank that you want them to show up where you show up. You want them to understand what matters to you. And what our commitment is to say we want to be the bank of choice for your wealth to impact generations.
The
(DESCRIPTION)
Text, Stephanie Dobson, Women and Wealth Regional Lead, J.P. Morgan Private Bank.
(SPEECH)
breadth and depth of our platform is unlike any other whether it is a client looking to invest in something that they're more passionate about, whether a client wants to be more philanthropic, and we want to help them find and figure out what those philanthropic goals are.
(DESCRIPTION)
Men and women talking together in an office, standing in front of a plate glass window with a city view,
(SPEECH)
What
(DESCRIPTION)
Text, Juan Pablo Arias Bello, Hispanic and Latino Regional Lead, J.P. Morgan Private Bank.
(SPEECH)
we're trying to do is getting really involved with the community in every aspect that this involves. We're talking to foundations. We're talking to key players within the community. We're expanding our reach to not only be able to provide a service that we provide through the private bank to our clients but also caring about our community and getting involved with it.
The
(DESCRIPTION)
Kimberly Rose, Women and Health Regional Lead, J.P. Morgan Private Bank.
(SPEECH)
diverse wealth is really taking advice that we have for all of our clients and tailoring it for our female clients through women in wealth. And
(DESCRIPTION)
A woman walks through an office lobby with the J.P. Morgan logo on the wall, two women speak together at a conference table, a woman speaks at a conference table with men and women.
(SPEECH)
what that means is really understanding how women make decisions, how women think about their investments, what women need in terms of advice, and really thinking through that.
We
(DESCRIPTION)
Text, Baruch Shemtov, LGBTQ+ Wealth Regional Lead, J.P. Morgan Private Bank.
(SPEECH)
like to surround our clients with a full breadth of solutions. And that includes dealing with investments, banking, lending. But it also means dealing with their family dynamics and who they truly are.
We
(DESCRIPTION)
Gloria Chang-Yip, Asian Wealth Regional Lead, J.P. Morgan Private Bank.
(SPEECH)
wanted to identify with the needs and the services that they needed with a cultural overlay for our advisors to better connect with these families on topics of interest that matter to them.
Diverse
(DESCRIPTION)
Video clips show Gloria speaking at a podium next to a screen with a slide that says, Find Purpose Beyond Yourself, then sitting and speaking with a man on stage.
(SPEECH)
wealth is the opportunity to deliver the JPMorgan platform in a culturally nuanced way because we understand that our clients and their differences change the way that they view planning, borrowing, investing, and banking.
(DESCRIPTION)
Text, Taylor Hopp, Black Wealth Associate, J.P. Morgan Private Bank.
Logo, J.P. Morgan Private Bank.
Diverse teams can help widen perspectives, networks and opportunities when building your investment portfolio.
We can build a portfolio around what matters to you, from racial and LGBTQ+ equity to women’s rights.
We are committed to using the full resources of the firm to advance economic inclusion.
Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding—and often complex.
Protect your health, wealth and loved ones by identifying, understanding and addressing the issues unique to you.
Thoughtful, strategic tax planning can help you prepare to transfer wealth to the next generation—and protect your legacy.
The path to wealth creation can be as diverse as the clients we serve; helping to achieve their goals requires a deep understanding of their experiences and motivators.
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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