Our Presence

More than 160 years helping the world's wealthiest individuals and their families grow, manage and sustain their wealth.

Manage more than $600 billion in client assets.

Serve clients from 64 offices globally; employ 5,610 people worldwide.

Our Approach

Seek to deliver positive risk-adjusted returns appropriate to our clients' financial goals and risk tolerances.

Provide an exceptional breadth and depth of wealth management solutions including investing, wealth structuring, capital advisory, philanthropy and banking.

Leverage both J.P. Morgan-affiliated managers and third-party managers who are subject to rigorous ongoing due diligence.

Communicate closely and regularly with clients to keep them constantly informed about the changing landscape.

Compensate our advisors based on our clients' performance; no one is paid on commission.