2014 Performance

In patrimonial and private banking, we offer personalized services for sophisticated clients, with advice in accordance to their financial needs and investment profile through a diverse range of products to provide them with a diversified portfolio and consistent with their investment risk profile.

2014 presented two main challenges: the volatility that prevailed throughout the year which affected business, by affecting clients’ state of mind by increasing aversion to risk and products with that profile; and to excel in an industry that was increasingly offering more standardized products.

At Banorte we faced these challenges and added value with a completely personalized quality model that allows us to identify each client’s objectives and offer customized solutions through our renowned team of specialized promoters. To complement this service, we will soon make easy, efficient and friendly mobile applications available

Patrimonial and Private Banking Prospects for 2015

Supported by the institutional program for the correct segmentation of our customers, we will those that correspond to our banking profile, provide the attention that distinguishes us, through a robust offer of value that adds value for our customers.

Also we plan to expand the use of technology, so that clients will have an agile tool to access products that distinguish us and that generate value.

We will continue to expand our portfolio, integrating more and more alternative products related to sectors or trends such as green funds. Even though it is an emerging theme in the country, by offering access to these Mexican funds adds value to us and sets us apart from our competitors.