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J.P. Morgan Private Bank Bags 7 Awards at the Global Private Banking Innovation Awards 2019

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J.P. Morgan Private Bank possesses relationships with 50% of the world’s decabillionaires, or those who have in excess of $10 billion in wealth. UHNW clients can be very sophisticated investors themselves, so a lot of what J.P. Morgan focuses on is not always centred on investments, but rather customised solutions and ideas to help them manage their financial situation outside of their funds. This ranges from Trust and Estate Planning to Lending, as well as Philanthropic interests.

Exceptional Client Experience
J.P. Morgan continues to enhance digital engagement with its clients by continuously upgrading their website, both secure and public, and by using more interactive communication channels that best meet clients’ needs. They host an annual flagship technology-focused event in China that brings together entrepreneurs and investors from around the world to discuss investments in topical technology areas such as artificial intelligence, cybersecurity and other macro trends.

Digital Client Communications
Ideas & Insights is a proprietary platform that provides clients and invited guests with written and video content specially prepared by J.P. Morgan experts and invited experts. The aim is to give readers perspectives which will help them shape their views across a range of topical wealth management matters. Whether it be macro opinions, advice on talking with children about wealth or support in their philanthropic journey, Ideas & Insights is there to inform and educate. The Private Bank aims to communicate with clients in the way in which they choose. The
J.P. Morgan Private Bank WeChat channel shares commentary with followers on current trends and themes that are relevant to the management of their wealth. Using both videos and written articles, followers are given insights from J.P. Morgan experts.

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