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Adviser dossier · Wealth managers & private bankers

Charlotte Bobroff

Managing Director, J.P. Morgan Private Bank
Part of a group United Kingdom
1
Distinction listed
18
years in current expertise
Profile

Charlotte Bobroff is head of J.P. Morgan Private Bank's UK consumer and retail team, advising ultra-high-net-worth clients with a focus on holistic client advisory, family office services and ESG integration. She works with women entrepreneurs and female-led businesses, and advises on business fundraising and family business strategy.

She won UHNW Wealth Manager of the Year at the Spear's Awards 2023, having first featured in Spear's wealth management indices around a decade earlier upon joining J.P. Morgan Private Bank. She leads the bank's UK Women & Wealth initiative, which produces an annual report on the top 200 UK women-powered businesses, mentors female colleagues through the firm's Women on the Move network, and chairs the bank's Volunteer Leadership Group.

Specialisms
Recognition
Spear's 500 UHNW Wealth Managers Index 2026 — Top Flight View source ↗