Super League In-Depth Analysis: J.P. Morgan Private Bank 2017 - Tracking the world’s major competitors in wealth management
Summary "Super League In-Depth Analysis: J.P. Morgan Private Bank 2017", is a comprehensive analysis of J.P. Morgan Private Bank’s wealth management operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers recent merger and acquisition (M&A) activity, customer targeting, and product innovation.
JPMorgan Chase & Co. is a US-based financial services company and the parent holding company of both J.P. Morgan and Chase. J.P. Morgan Private Bank is a brand used by its Asset & Wealth Management (AWM) business segment to cater to individuals and institutions with more than $10m in investible assets.
Specifically the report - - Insight into J.P. Morgan Private Bank’s growth strategy. - Overview of the firm’s organizational structure. - Clear presentation of its geographical coverage and expansion strategy, including M&A activity. - Analysis of the firm’s financial performance, including comparison with other global wealth managers. - Examination of key target client groups. - Analysis of J.P. Morgan Private Bank’s product and service proposition and how it is unique compared to those of its competitors. - Review of J.P. Morgan Private Bank’s marketing and social media activities.
Scope - In 2016 the company shifted the focus of its private banking unit towards HNW individuals with more than $10m in liquid assets, up from the previous cutoff of $5m. - J.P. Morgan continues to expand both in the US and abroad. In Q1 2017 it announced it would be launching asset management operations in Mexico and Colombia. - J.P. Morgan’s focus on technological developments enables its AWM division to improve efficiencies and better serve clients.
Reasons to buy - Examine the financial performance and key ratios for J.P. Morgan Private Bank and benchmark this competitor against other global wealth managers. - Explore J.P. Morgan Private Bank’s recent M&A and growth strategies and their impacts on its AUM growth and financial performance. - Understand J.P. Morgan Private Bank’s client targeting strategies and examine whether these have been successful. - Learn more about J.P. Morgan Private Bank’s marketing strategy, social media presence, and digital innovations.
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