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

National and international bonds and equities. Know our funds

Investment mandates

Customized portfolio structure and management

Tailored investment baskets and life cycles

Investments and trust funds related to inheritance.

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

Electronic invoicing (CFDIs) for:

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

National and international bonds and equities Know our funds

Investment mandates

Customized portfolio structure and management

Tailored investment baskets and life cycles

Investments and trust funds related to inheritance

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

Electronic invoicing (CFDIs) for:

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

Our funds

Our clients

Pension funds

Employees’ Savings Associations

Fund distributors

Foreign institutions

Treasuries

Technical Provisions

Financial advisors

Personal Retirement Plans and Tax Benefit Plans

Our clients

Pension funds

Employees’ Savings Associations

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Fund distributors

Foreign institutions

Treasuries

Technical Provisions

Financial advisors

Personal Retirement Plans and Tax Benefit Plans

Our clients
Pension funds
Employees’ Savings Associations
Fund distributors
Foreign institutions
Treasuries
Technical Provisions
Financial advisors
Personal Retirement Plans and Tax Benefit Plans