J.P. Morgan Private Bank is expanding Morgan Private Advisory, a move intended to provide holistic financial advisory services for its clients.
Morgan Private Advisory is part of J.P. Morgan Private Bank’s Family Office Practice, consisting of over 150 professionals.
Under the supervision of William Sinclair and Jamie Lavin Buzzard, the expansion is expected to deliver a comprehensive wealth management approach for high-net-worth families.
The Morgan Private Advisory team now offers a range of specialised services, including tax strategy, philanthropy planning, trust and estate analysis, matrimonial guidance, and cybersecurity.
These offerings are tailored to meet the individual financial objectives of clients, whether it’s retirement planning, managing life transitions, or establishing lasting legacies.
J.P. Morgan Private Bank Private Advisory global head BJ Goergen said: “Their experience and commitment to excellence significantly elevates the way we advise our clients, enabling us to offer even more nuanced and strategic guidance.
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“This expansion underscores our commitment to staying at the forefront of financial advice, ensuring that we meet the evolving needs of our clients with agility and expertise.”
Robert Fritz, formerly of Goldman Sachs Ayco, joins as head of executive advisory.
Fritz’s role will focus on advising C-suite executives on optimising their compensation and benefits. He will also work in tandem with J.P. Morgan’s Workplace Solutions to bolster client strategies.
Kevin Tompkins has been appointed as a senior cybersecurity specialist. Under the leadership of Ileana van der Linde, Tompkins will be crucial in fortifying the cybersecurity measures for the bank’s clients.
Christie Houlihan, a former EY senior family office advisor, joins the team to provide guidance on family office design and succession planning.
Her collaboration with Elisa Shevlin Rizzo, Head of Family Advisory, will support families in managing wealth transitions.
Meanwhile, last month, FactSet and J.P. Morgan Securities Services partnered to integrate FactSet’s performance, reporting, and portfolio analytics with J.P. Morgan’s Fusion data management platform.
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