A finance and banking professional who draws upon three decades of experience, Jesus Fomperosa Perea has held senior executive positions across multiple organizations. As managing director of JP Morgan's Miami office, Jesus Fomperosa Perea specializes in client acquisition and managing Latin America's ultra-high-net-worth clients.
Ultra-high-net-worth (UHNW) is a classification in the financial services industry that refers to individuals or families associated with a high net worth. To effectively deal with UHNW customers, it is important first to understand their unique and specific needs. Each niche requires a financial advisor to have a certain level of expertise. Investor niches include wealth management advice, estate and tax planning, family governance advice and, philanthropic planning.
Establishing alliances with other professionals serving UHNW clients is beneficial as these customers appreciate convenience and concierge services. Bringing together a network of experienced and reliable professionals means clients can access higher quality and more efficient integrated services.
A comprehensive approach and cooperation bring together CPAs, insurance agents, attorneys, and accountants, among other wealth management experts. Besides establishing professional relationships with other financial service experts, alliances encourage deeper relationships with UHNW clients as cross-referrals to ensure all business partners attain growth. Sharing knowledge and connecting with other professionals means pursuing collective goals as wealth management experts, ultimately benefiting UHNW customers.
