UBS Private Banking vs J.P. Morgan Private Bank

Comprehensive Private Bank Comparison 2026

UBS Private Banking

Founded 1862

VS

J.P. Morgan Private Bank

Founded 1799

Side-by-Side Comparison

Feature UBS Private Banking J.P. Morgan Private Bank
Minimum Investment $2,000,000 $5,000,000
Management Fees 0.50% - 1.50% 0.60% - 1.75%
Global Presence 13 countries 13 countries
Key Locations Switzerland, USA, UK USA, UK, Switzerland
Founded 1862 1799

Services Comparison

UBS Private Banking

  • Wealth Planning
  • Investment Management
  • Portfolio Management
  • Estate Planning
  • Tax Advisory
  • Philanthropy Services

J.P. Morgan Private Bank

  • Investment Management
  • Portfolio Management
  • Trust Services
  • Credit Solutions
  • Family Office
  • Business Advisory

Bank Overviews

UBS Private Banking

UBS is one of the largest wealth managers globally, offering comprehensive private banking services.

View Full Profile →

J.P. Morgan Private Bank

J.P. Morgan Private Bank serves ultra-high-net-worth individuals with sophisticated financial needs.

View Full Profile →

Which Bank is Right for You?

Choose UBS Private Banking if:

  • You meet the $2,000,000 minimum requirement
  • You value their presence in Switzerland and USA
  • You need services like Wealth Planning and Investment Management

Choose J.P. Morgan Private Bank if:

  • You meet the $5,000,000 minimum requirement
  • You value their presence in USA and UK
  • You need services like Investment Management and Portfolio Management

Compare More Private Banks

Explore all our private bank profiles and comparisons.