J.P. Morgan in the United Kingdom

J.P. Morgan agrees to acquire OpenInvest, a pioneer in values-based investing

Retrieved on: 
Tuesday, June 29, 2021
Finance, Money, Investment management, Financial services, Financial management, Stock market, Wealth management, Primary dealers, JPMorgan Chase, J.P. Morgan in the United Kingdom

The company will retain its own brand and be integrated into J.P. Morgan's Private Bank and Wealth Management client offerings.

Key Points: 
  • The company will retain its own brand and be integrated into J.P. Morgan's Private Bank and Wealth Management client offerings.
  • "OpenInvest will be a powerful resource for our advisors to use in helping clients personalize their investments," said Michael Camacho, CEO, J.P. Morgan Wealth Management Solutions.
  • "This acquisition further advances our strategic focus on sustainable investing, and we are thrilled to welcome OpenInvest to J.P. Morgan," said Ben Hesse, Head of Strategy and Business Development for J.P. Morgan Asset & Wealth Management.
  • J.P. Morgan Asset & Wealth Management's clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Retrieved on: 
Monday, June 7, 2021
Finance, Money, JPMorgan Chase, Financial services, House of Morgan, Primary dealers, Chase Bank, Private equity, J.P. Morgan & Co., J.P. Morgan in the United Kingdom

"J.P. Morgan Private Capital will harness JPMorgan Chase's unparalleled scale, network and resources to deliver a best-in-class growth equity and private debt investment platform," said Mary Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management.

Key Points: 
  • "J.P. Morgan Private Capital will harness JPMorgan Chase's unparalleled scale, network and resources to deliver a best-in-class growth equity and private debt investment platform," said Mary Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management.
  • Meg McClellan, Head of Private Debt, J.P. Morgan Private Capital Ms. McClellan was appointed as Head of Private Debt in 2019.
  • J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedgefunds, private equity and liquidity.
  • J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co., and its affiliates worldwide.

J.P. Morgan Releases 2021 Alternatives Outlook as Investors Increasingly Turn to Alternatives in Search of Alpha, Income and Diversification

Retrieved on: 
Tuesday, January 19, 2021
Finance, Money, Financial services, Primary dealers, Institutional investors, House of Morgan, Financial markets, Hedge fund, Private equity, JPMorgan Chase, J.P. Morgan in the United Kingdom, Morgan Stanley

As investors have a tough time finding income, we expect the relatively attractive yield associated with infrastructure will stand out.

Key Points: 
  • As investors have a tough time finding income, we expect the relatively attractive yield associated with infrastructure will stand out.
  • J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world.
  • J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
  • Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy .

J.P. Morgan Asset Management Launches New Core Menu Evaluator

Retrieved on: 
Tuesday, September 15, 2020
Finance, Money, Institutional investors, Alternative investment management companies, House of Morgan, Primary dealers, Financial markets, JPMorgan Chase, Hedge fund, Investment management, Private equity, J.P. Morgan in the United Kingdom

NEW YORK, Sept.15, 2020 /PRNewswire/ --J.P. Morgan Asset Management today announced the launch of the Core Menu EvaluatorSM , enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively.

Key Points: 
  • NEW YORK, Sept.15, 2020 /PRNewswire/ --J.P. Morgan Asset Management today announced the launch of the Core Menu EvaluatorSM , enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively.
  • "We understand that retirement portfolios are only as strong as the investment choices available, and the Core Menu Evaluator has been specifically designed to make it simple for financial professionals to quickly, thoroughly and objectively assess investments," said Michael Miller, Head of Retirement Americas at J.P. Morgan Asset Management.
  • J.P. Morgan Asset Management, with assets under management of USD 2.2 trillion (as of 30 June 2020), is a global leader in investment management.
  • J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity
    J.P Morgan Asset Management is the marketing name for the investment management business of JPMorgan Chase & Co and its affiliates worldwide.

J.P. Morgan Hires Boaz Lahovitsky to Lead Wealth Management National Branch Business

Retrieved on: 
Monday, August 31, 2020
Consulting, Banking, Professional services, Finance, Finance, Financial services, Money, JPMorgan Chase, Financial management, Investment management, Stock market, Wealth management, J.P. Morgan & Co., Primary dealers, Fullerton Securities, J.P. Morgan in the United Kingdom

J.P. Morgan announced today that Boaz Lahovitsky is joining the firm as Head of U.S. National Branch for Wealth Management.

Key Points: 
  • J.P. Morgan announced today that Boaz Lahovitsky is joining the firm as Head of U.S. National Branch for Wealth Management.
  • Lahovitsky brings more than 15 years of senior expertise in wealth management, financial technology, and the securities and fund services industry.
  • Wealth Management business offering which currently includes branch-based advisors and digital self-directed platforms.
  • It was created in December 2019 by combining the wealth management advisors in Chase branches, J.P. Morgan Securities, and the digital investment platform You Invest.

Rockefeller Capital Management Expands into Arizona

Retrieved on: 
Monday, August 24, 2020
Consulting, Banking, Professional services, Finance, Economy, Finance, Money, Investment management, Financial management, Stock market, Wealth management, Rockefeller family, High-net-worth individual, Net worth, J.P. Morgan in the United Kingdom

Integrated financial advisory firm Rockefeller Capital Management (Rockefeller or the Firm) today announced the opening of its new office in Scottsdale, marking the Firms expansion into Arizona.

Key Points: 
  • Integrated financial advisory firm Rockefeller Capital Management (Rockefeller or the Firm) today announced the opening of its new office in Scottsdale, marking the Firms expansion into Arizona.
  • We are pleased to expand into Scottsdale, where we have long observed an opportunity to provide ultra-high net worth individuals and families a high-caliber of financial advice, said Chris Randazzo, President of Private Wealth Management for Rockefeller Capital Management.
  • Joining Rockefeller enables us to better support the individuals and families we serve with complex and sophisticated wealth management and family office needs, added Milano.
  • Rockefeller Capital Management is a leading independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions, and corporations.

Employee Benefit Research Institute (EBRI) & J.P. Morgan Asset Management Launch Landmark Research into Household Spending and Saving Behavior

Retrieved on: 
Wednesday, June 3, 2020
Finance, Money, Economy, House of Morgan, Investment management, Primary dealers, Institutional investors, JPMorgan Chase, Hedge fund, Chase Bank, Private equity, J.P. Morgan in the United Kingdom

This research paper was produced through a collaboration between J.P. Morgan Asset Management and the Employee Benefit Research Institute (EBRI), a Washington, D.C.-based organization committed exclusively to public policy research and education on economic security and employee benefit issues.

Key Points: 
  • This research paper was produced through a collaboration between J.P. Morgan Asset Management and the Employee Benefit Research Institute (EBRI), a Washington, D.C.-based organization committed exclusively to public policy research and education on economic security and employee benefit issues.
  • J.P. Morgan Asset Management, with assets under management of USD 1.9 trillion (as of 31 March 2020), is a global leader in investment management.
  • J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
  • J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

J.P. Morgan Asset Management partners with Calastone to power Money Market Funds

Retrieved on: 
Wednesday, May 27, 2020
Finance, Financial services, Money, House of Morgan, Primary dealers, Institutional investors, Alternative investment management companies, JPMorgan Chase, Hedge fund, Gávea Investimentos, J.P. Morgan in the United Kingdom

NEW YORK and LONDON, May 27, 2020 /PRNewswire/ -- J.P. Morgan Asset Management has partnered with Calastone, the largest global funds network, to introduce new levels of automation to money market funds via its "Morgan Money" trading platform.

Key Points: 
  • NEW YORK and LONDON, May 27, 2020 /PRNewswire/ -- J.P. Morgan Asset Management has partnered with Calastone, the largest global funds network, to introduce new levels of automation to money market funds via its "Morgan Money" trading platform.
  • www.jpmgloballiquidity.com
    J.P. Morgan Asset Management, with assets under management of $1.9 trillion (as of March 31, 2020), is a global leader in investment management.
  • J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
  • J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. (NYSE: JPM), and its affiliates worldwide.

AlphaSense Partners With Leading Investment Banks To Provide Corporations With Broad Access To Wall Street Research

Retrieved on: 
Tuesday, May 12, 2020
Finance, Economy, Financial services, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Investment banking, Securities research, Wealth management, J.P. Morgan in the United Kingdom, TD Securities

For corporate strategy professionals who lack this access, however, equity research has historically been challenging to obtain and navigate.

Key Points: 
  • For corporate strategy professionals who lack this access, however, equity research has historically been challenging to obtain and navigate.
  • To help corporations overcome these challenges, AlphaSense is introducing Wall Street Insights, the first and only equity research collection purpose-built for the corporate user.
  • "We are delighted to partner with AlphaSense to expand access to Morgan Stanley Research," says Simon Bound, Global Head of Research at Morgan Stanley.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.

Arcesium Announces Strategic Investment from J.P. Morgan

Retrieved on: 
Friday, January 17, 2020
Finance, Money, Economy, JPMorgan Chase, House of Morgan, Primary dealers, Financial markets, Hedge funds, J.P. Morgan in the United Kingdom, J.P. Morgan & Co.

NEW YORK, Jan. 17, 2020 /PRNewswire/ -- Arcesium, an investment management technology and professional services firm, today announced that J.P. Morgan has invested in the company.

Key Points: 
  • NEW YORK, Jan. 17, 2020 /PRNewswire/ -- Arcesium, an investment management technology and professional services firm, today announced that J.P. Morgan has invested in the company.
  • This investment serves to deepen Arcesium's strategic partnership with J.P. Morgan, including their Securities Services business, a provider of independent fund administration and comprehensive outsourcing solutions to alternative fund managers, asset managers, and asset owners.
  • "This investment and collaboration underscores J.P. Morgan's continued focus in the alternatives segment," said Teresa Heitsenrether, Global Head of Securities Services, J.P.
  • Through its partnership with Arcesium as a technology provider, J.P. Morgan has offered its alternative asset manager clients solutions to their most complex operations and data management challenges."