RockFi or J.P. Morgan Private Bank: which wealth management support to choose?
Private wealth management or a global private bank, differences that matter. Open architecture, partner advisor, real-time tracking: find out why 1,500+ families have chosen RockFi.
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Who is RockFi for?
RockFi is for households with at least €250,000 in financial assets, with no upper limit: the support is the same for a first portfolio as for several million euros.
It suits demanding profiles and estates that call for a tailored approach, to anticipate major wealth decisions rather than react to them.
Three reasonsto choose RockFi
A diagnosis before any commitment
An initial conversation and a written diagnosis, with no commitment.
Fee structure and amount set out in the engagement letter, before the first investment.
A rich and diversified investment range
Over 3,000 open-architecture solutions, including BlackRock, Morgan Stanley, Goldman Sachs, Lazard, Edmond de Rothschild and Eurazeo.
Wrappers with several partners: Generali, CNP Assurances, Wealins, Nortia, Swissquote Bank Europe.
The advisor's time given back to the client
Co-opted advisors, former private bankers from leading firms, with a deliberately limited client portfolio.
Proprietary platform: valuation, allocation, transactions and fees visible at all times.
Over 60 advisors across France.
The comparison
RockFi and J.P. Morgan Private Bank, line by line
J.P. Morgan information taken from the private bank's official European website, French version; no fee schedule is published there.
Pricing
A clear view of your wealth.
- Fee structure and amount set out in the engagement letter, before the first investment
- Among the offers, a fixed annual fee as a percentage of assets, around 1% on average
- At J.P. Morgan Private Bank, the European website does not publish a fee schedule: terms are communicated within the relationship
Open architecture
Open architecture across the entire market
- More than 3,000 solutions selected from across the market
- Wrappers with several partners: Generali, CNP Assurances, Wealins, Nortia, Swissquote Bank Europe
- The J.P. Morgan group owns its own asset manager, JPMorgan Asset Management, whose Paris branch shares the private bank's address at Place Vendôme
- The share of group funds in portfolios is not published on the European website
Platform & advice
Technology frees up time, the advisor gives it back to the client
- No fee schedule published on the European website.
- No figure entry threshold; the Paris page mentions the largest fortunes in France.
- The offering covers all of the group's services: investment, planning, lending, banking services and custody.
Fees, firm by firm
Pricing: communicated within the relationship.
- No fee schedule published on the European website.
- No figure entry threshold; the Paris page mentions the largest fortunes in France.
- The offering covers all of the group's services: investment, planning, lending, banking services and custody.
Pricing: set out in the engagement letter, before the first investment.
- Mode de rémunération et montant arrêtés au premier rendez-vous, selon l'offre retenue, le volume confié et le périmètre de la mission.
- Parmi les offres, une formule à frais annuels fixes, en pourcentage de l'encours, environ 1 % en moyenne.
Compare RockFi with other firms
Your questions, our answers
How does RockFi differ from J.P. Morgan Private Bank?
In access and investment universe. RockFi publishes its entry threshold, €250,000 in financial assets, while the European website of J.P. Morgan Private Bank publishes neither a threshold nor a fee schedule: conditions are communicated within the relationship.
In terms of products, RockFi lists over 3,000 open-architecture solutions, while the J.P. Morgan group owns its own asset manager, JPMorgan Asset Management, whose Paris branch shares the private bank's address at Place Vendôme.
Who are RockFi and J.P. Morgan Private Bank for?
Two different wealth levels. RockFi supports clients from €250,000 in financial assets, with no upper limit, from a first portfolio to be structured to portfolios worth several million euros.
J.P. Morgan Private Bank serves wealthy individuals and families, family offices and institutional families; its Paris page states that it serves some of the largest fortunes in France, without publishing a figure threshold. The firm brings together all of the group's services at Place Vendôme and relies on more than 75 private banking offices worldwide.
What fees do you really pay at each firm?
At RockFi, the fee structure and amount depend on the chosen offering and are set out in the engagement letter, before the first investment; one of the options is based on fixed annual fees, around 1% of assets on average.
At J.P. Morgan Private Bank, the European website does not publish a fee schedule. Regulations require detailed cost information before any subscription; it is provided to clients within the relationship. At both firms, a figure-based comparison therefore requires a prior conversation.
Let's discuss your situation.
Experience the new private wealth management.
An initial conversation to understand your goals and show you what RockFi Intelligence changes for you.