JPMorgan creates Special Advisory Services to share internal expertise with select clients

JPMorgan has launched a Special Advisory Services unit designed to give chosen corporate clients access to a wider range of the bank’s internal know‑how beyond traditional dealmaking and financing, according to reporting from Reuters and CNBC.

The new group will advise on themes such as artificial intelligence, cybersecurity, digital assets, geopolitics, healthcare, supply chains and sustainability.

The bank said the services are intended for organisations that have, or are seeking, deep and long‑term relationships with JPMorgan, including companies considering the firm as lead adviser on initial public offerings, established clients preparing for transformational transactions, and growing mid‑sized firms aiming to use JPMorgan as a primary operating bank, Reuters added.

The initiative was shaped after clients asked for guidance on how JPMorgan itself approaches areas like AI and cybersecurity, CNBC reported. Chairman and chief executive officer Jamie Dimon proposed formalising a mechanism to share those practices with selected clients. Liz Myers, global chair of investment banking and a three‑decade veteran of the firm who previously ran global equity capital markets, will lead the unit.

Myers told CNBC the capabilities being offered are comparable with specialised consultancies and could help senior executives become more effective by learning from JPMorgan’s internal best practices. She also said most of the subject‑matter specialists involved typically focus on internal delivery, so the bank would be selective about which clients access them. At launch, the unit will have a small team and could expand if demand warrants.

JPMorgan has identified adjacent capabilities spanning investor relations, real estate selection, health‑care benefits and technology procurement. The firm does not plan to charge for the services initially, but may negotiate fees for ongoing or resource‑intensive projects.

The push comes as investment advisory demand is expected to grow in 2026, with technology adoption, geopolitical shifts and macroeconomic uncertainty driving interest in specialised guidance, Reuters reported. JPMorgan remains a leading player in investment banking; the firm generated an estimated $9.44 billion in fees for the year through 11 December, with 7.4 per cent global wallet share, according to LSEG figures cited by CNBC.

Sharecafe separately noted the unit’s focus areas and leadership, reiterating that the bank anticipates heightened client appetite for advisory on market‑moving trends.

JPMorgan is scheduled to report fourth‑quarter and full‑year earnings next week.



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