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Super League In-Depth Analysis: J.P. Morgan Private Bank 2017 - Tracking the world’s major competitors in wealth management

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.


  • Executive Summary
    • Company overview
    • SWOT Analysis
  • Strategy
    • Organizational structure: J.P. Morgan Private Bank sits within AWM, one of the company's five business segments
    • J.P. Morgan displays strong retention at a c-suite level
    • J.P. Morgan AWM shows continued growth in AUM per advisor
    • Market coverage: J.P. Morgan Private Bank has a global presence
    • Market coverage: J.P. Morgan focuses its attention on US growth
  • Financial Performance
    • 2016 was the most profitable year since the 2008 financial crisis
    • AWM's 2016 profit before tax has seen a 43% increase since 2011
    • J.P. Morgan AWM performance
    • J.P. Morgan AWM's cost/revenue ratio outperforms the industry average
    • J.P. Morgan AWM's cost/revenue ratio
    • J.P. Morgan AWM's contribution to group performance
    • Net new money improved from 2015 but remains relatively low
    • J.P. Morgan Private Bank performance
  • Customers & Products
    • Target customers: J.P. Morgan Private Bank targets individuals with liquid assets of $10m or more
    • Products: J.P. Morgan Private Bank offers a range of products and services
    • J.P. Morgan Private Bank's range of products and services
    • Products: J.P. Morgan offers digital resources to its private banking clients
  • Marketing & Advertising
    • Sporting events form the base of J.P. Morgan's sponsorships
    • J.P. Morgan maintains a strong social media presence
  • Appendix
    • Abbreviations, acronyms, and definitions
    • Exchange rates
    • Methodology
    • Primary sources
    • Secondary sources

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