Our clients are some of the smartest minds out there. They want to know that the people that are advising them have the same level of expertise, discipline, intensity, attention to detail, and responsiveness. And we seek to deliver that every day for our clients. [MUSIC PLAYING] I'm William Sinclair. I'm the head of the Financial Institutions Group based in New York. Our business was founded in 2002 to help cover the financial services executives in the greater New York area-- fund managers, asset managers, and insurance executives. We have a deep expertise of working with these individuals, their families, and related fund entities. Our clients come to us for a number of reasons, some of which include the ability to have exposures beyond their fund, beyond their firm. They come to us because of the insights and the details that we're able to deliver. Our clients tend to be very detail oriented, and that's the nature of our business is helping them think through the important facts and details across their balance sheet for themselves, their family, and their charitable interests. On the Financial Institutions Group, we are known as the investor's investor. Our clients are experts in the investment world. And yet they look to us to help guide them through the investment process for their personal wealth. In my mind, one of the key differentiators for our investments business is the ability to bring insights that add value to a client, to their understanding of the investment environment to their portfolio considerations, and then ultimately thinking about how that may help them accomplish their longer term goals. There's so much that they don't know, that they're not thinking about that we're thinking about every single day, even simple things like, where's their cash? What are they doing with their cash? Are they earning the highest possible yield? Are they thinking about that in a way that's tax efficient as opposed to just what's the highest number on a piece of paper? I think one of the things that our clients are surprised by after speaking with us a few times is that there are some really actually plain strategies that they might have thought they've already heard about and they haven't. Whether they're a Wall Street executive, hedge fund principal, real estate executive, we can solve a lot of different parts of their balance sheet with very simple solutions. The beauty about working with an organization like JPMorgan is our group has the ability to use the massive size and scale on a global basis of what we do overall collectively through different lines of businesses to bring to bear through a single conversation with a particular client. So not only are you getting the FIG team. You're getting our entire organization. And I think many senior, senior financial executives like to make one call and know, I'm getting all of JPMorgan. Our fortress balance sheet enables our clients to access liquidity when they need it the most. Whether they're buying a new home, whether they're starting a new business, whether they want to buy a new piece of art, a plane, or maybe they want to go buy a sports team, that balance sheet is there for them. And the protection of JPMorgan Chase allows our clients that peace of mind. And because we're focused on the clientele that we have, we're able to get the deepest insight, have the deepest networks, and then be able to think through the ideas that are most pertinent and the issues that are out there for our clients and then deliver customized solutions no matter what the situation is. The expertise that we bring to these clients I believe is second to none with the full power of JPMorgan Chase behind it. [MUSIC PLAYING] (SPEECH) Our (DESCRIPTION)
William Sinclair, Managing Director, Head of the Financial Institutions Group.
(SPEECH)
clients are some of the smartest minds out there. They want to know that the people that are advising them have the same level of expertise, discipline, intensity, attention to detail, and responsiveness. And we seek to deliver that every day for our clients.
[MUSIC PLAYING]
(DESCRIPTION)
Text, Introducing J.P. Morgan Private Bank Financial Institutions Group. Intended for Financial Professionals use Only. J.P. Morgan Chase is an Equal Opportunity Employer/Disability/Veterans. INVESTMENT PRODUCTS: NOT F.D.I.C. INSURED. NO BANK GUARANTEE. MAY LOSE VALUE
(SPEECH)
I'm William Sinclair. I'm the head of the Financial Institutions Group based in New York. Our business was founded in 2002 to help cover the financial services executives in the greater New York area-- fund managers, asset managers, and insurance executives. We have a deep expertise of working with these individuals, their families, and related fund entities.
(DESCRIPTION)
Chris Nay, Managing Director, Head of Investments, Financial Institutions Group.
(SPEECH)
Our clients come to us for a number of reasons, some of which include the ability to have exposures beyond their fund, beyond their firm. They come to us because of the insights and the details that we're able to deliver. Our clients tend to be very detail oriented, and that's the nature of our business is helping them think through the important facts and details across their balance sheet for themselves, their family, and their charitable interests.
On
(DESCRIPTION)
Joanne Johnson, Managing Director, Wealth Advisor, Financial Institutions Group.
(SPEECH)
the Financial Institutions Group, we are known as the investor's investor. Our clients are experts in the investment world. And yet they look to us to help guide them through the investment process for their personal wealth.
(DESCRIPTION)
Nay.
(SPEECH)
In my mind, one of the key differentiators for our investments business is the ability to bring insights that add value to a client, to their understanding of the investment environment to their portfolio considerations, and then ultimately thinking about how that may help them accomplish their longer term goals.
(DESCRIPTION)
Camryn McGinnis, Executive Director, Market Team Lead, Financial Institutions Group.
(SPEECH)
There's so much that they don't know, that they're not thinking about that we're thinking about every single day, even simple things like, where's their cash? What are they doing with their cash? Are they earning the highest possible yield? Are they thinking about that in a way that's tax efficient as opposed to just what's the highest number on a piece of paper?
(DESCRIPTION)
Jonathan Spira, Managing Director, Market Team Lead, Financial Institutions Group.
(SPEECH)
I think one of the things that our clients are surprised by after speaking with us a few times is that there are some really actually plain strategies that they might have thought they've already heard about and they haven't. Whether they're a Wall Street executive, hedge fund principal, real estate executive, we can solve a lot of different parts of their balance sheet with very simple solutions.
The
(DESCRIPTION)
Ron McGann, vice Chairman, Head of Insurance Principals Practice.
(SPEECH)
beauty about working with an organization like JPMorgan is our group has the ability to use the massive size and scale on a global basis of what we do overall collectively through different lines of businesses to bring to bear through a single conversation with a particular client. So not only are you getting the FIG team. You're getting our entire organization. And I think many senior, senior financial executives like to make one call and know, I'm getting all of JPMorgan.
(DESCRIPTION)
Sinclair.
(SPEECH)
Our fortress balance sheet enables our clients to access liquidity when they need it the most. Whether they're buying a new home, whether they're starting a new business, whether they want to buy a new piece of art, a plane, or maybe they want to go buy a sports team, that balance sheet is there for them. And the protection of JPMorgan Chase allows our clients that peace of mind.
(DESCRIPTION)
Nay.
(SPEECH)
And because we're focused on the clientele that we have, we're able to get the deepest insight, have the deepest networks, and then be able to think through the ideas that are most pertinent and the issues that are out there for our clients and then deliver customized solutions no matter what the situation is.
The
(DESCRIPTION)
Sinclair.
(SPEECH)
expertise that we bring to these clients I believe is second to none with the full power of JPMorgan Chase behind it.
[MUSIC PLAYING]
(DESCRIPTION)
Text, J.P. Morgan Private Bank is a business of J.P. Morgan Chase and Co which offers investment products and services through J.P. Morgan Securities LLC J.P.M.S., a registered broker-dealer and investment advisor, member FINRA and SIPC, J.P. Morgan Chase Bank, N.A. and its affiliates, collectively J.P.M.C.B., offers other investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Annuities and insurance products are made available through Chase Insurance Agency Inc., C.I.A., a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc., in Florida, J.P.M.S., C.I.A. and J.P.M.C.B. are affiliated companies under the common control of J.P. Morgan Chase and Co.
