Private Banking

Private Banking in Mexico

J.P. Morgan Private Banking clients in Mexico have access to the global capabilities of a world leader in asset and wealth management services. These extensive resources are complemented by our local presence and thorough understanding of the complexities of managing wealth that are unique to individuals and families in Mexico.

Our global presence gives clients the ability to invest and conduct business around the world. To help clients manage issues that arise across borders, we provide the advantage of a multi-disciplinary team of experts. This integrated team examines all aspects of client portfolios — including investments, risk management, liquidity and credit — alongside personal goals, such as wealth transfer, family governance and philanthropy.

Our experience and understanding of the needs of wealthy Mexican families is as valuable to our clients now as it was in the 19th century, when we first started conducting business in the country. Through our office in Mexico City we are able to provide our clients access to a wide array of investment opportunities in the Mexican market, such as government and corporate bonds, structured notes, derivatives, credit, foreign exchange, and equity trading and custody. Our aim is, and has always been, to put our legacy in wealth management to the service of our clients, to help them build theirs.

Awards

  • Best Private Bank in Latin America for High Net Worth II and Ultra High Net Worth (Euromoney 2013)
  • Best Private Bank in Latin America for Relationship Management (Euromoney 2013)
  • Best Private Bank in Latin America for Range of Advisory Services (Euromoney 2013)
  • Best Private Bank in Latin America for Inheritance and Succession Planning (Euromoney 2013)
  • Best Private Bank in Brazil for Ultra High Net Worth (Euromoney 2013)
  • Best Private Bank in Chile for Ultra High Net Worth (Euromoney 2013)
  • Best Private Banking Services Overall in Colombia (Euromoney 2013)
  • Best Private Bank in Panama for High Net Worth II and Ultra High Net Worth (Euromoney 2013)
  • Best Private Banking Services Overall in Paraguay (Euromoney 2013)
  • Best Private Bank in Peru for High Net Worth II and Ultra High Net Worth (Euromoney 2013)
  • Best Private Bank in Uruguay for High Net Worth II (Euromoney 2013)
 
 

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