JPMorgan Chase & Co. announced the creation of a Special Advisory Services unit on January 5 2026, a move designed to give its most valuable high‑net‑worth individuals and institutional investors deeper, more personalized expertise beyond traditional deal‑making and financing.
The new unit will bundle JPMorgan’s global market knowledge, data analytics, and operational playbooks into a single offering that addresses client needs in emerging areas such as artificial intelligence, cybersecurity, and sustainability. The launch responds to a clear demand from senior executives who want the bank to act as a strategic partner rather than just a financial intermediary.
Filippo Gori, Co‑Head of Global Banking, said the initiative is “a response to clients facing unprecedented change, uncertainty, and opportunity.” Liz Myers, Global Chair of Investment Banking and head of the unit, added that the advisory capabilities “are on par with, or in many cases better than, what you’d find at specialized consulting firms.” Jamie Dimon noted that the program began after clients asked how the bank manages its own operations, not just its financial dealings.
By formalizing this service, JPMorgan aims to deepen relationships with top‑tier clients, create a new revenue stream through fee‑based advisory projects, and differentiate itself from competitors that focus solely on transactions. The partnership model signals a strategic shift toward long‑term client engagement and positions the bank to capture value from the growing demand for integrated advisory services.
The launch marks a significant expansion of JPMorgan’s client‑service model, underscoring the bank’s commitment to adapting to evolving client needs and reinforcing its leadership in the financial services industry.
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