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  • Asset Management

    Most experienced team

    We are the largest independent Asset Management team in Mexico.

    We have over 30 years of experience managing the assets of Mexican and foreign institutional clients.

    We have over MXN$96 billion in funds and investment mandates under management.

    Investment funds

    Investment funds

    National and international bonds and equities Know our funds

    Investment mandates

    Customized portfolio structure and management

    Tailored investment baskets and life cycles

    Trust

    Investments and trust funds related to inheritance

    Record Keeping

    Individual record management

    The system gets constantly updated.

    250+ clients

    200,000+ individual records

    Parameter setting of loans according to bylaws

    Online loan application and access

    Others

    Electronic invoicing (CFDIs) for:

    • Contributions to and drawdowns from pension funds
    • Interests accrued on savings funds

    Our funds

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    Our clients

    Pension funds

    Employees’ Savings Associations

    Fund distributors

    Foreign institutions

     

    Treasuries

     

    Technical Provisions

     

    Financial advisors

     

    Personal Retirement Plans and Tax Benefit Plans