Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

JP Morgan Private Bank

  • Min. account size

    £5,000,000
  • Company type

    Private Bank
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1798

JP Morgan Private Bank Factfile

JP Morgan is a global financial institution with a large private banking division servicing high net worth and ultra high net worth clients. The institution was founded over 160 years ago and in addition to private banking it focuses on investment banking, asset management and commercial banking. With the private bank JP Morgan uses the investment expertise from across the business to bring clients a sophisticated and high quality service.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £5,000,000
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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