Institutional Investor
SERVICES
Research
Asesores Independientes
Asset Management
Investment Banking and Capital Markets
GBM Infrastructure & Strategy
Trading and Institutional Sales
Prime Broker
Research
We work to offer you the most robust research in Mexico.
Our Equity Research team covers 100+ companies listed on Mexico’s Stock Exchange (BMV), representing 98% of the Mexbol’s market capitalization.
We cover 100% of the sectors in the Mexican Stock Exchange.
- 300+ annual meetings with institutional clients
- 300+ research papers released every year
- 50+ roadshows with national and international investors over the last five years
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Independent Advisors
Make the smartest financial decisions and show yourself as an expert since the very beginning; manage your clients’ contracts in an autonomous and personalized way, with technological solutions designed especially for you.
Continue your training as an advisor. We offer you certifications, face-to-face and online courses, exclusive content, and much more.
Get the most sophisticated tools in the market to perform your advisory role.
Asset Management
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.
Get access to the following services:
- Trust: Area specialized in investments and trust funds related to inheritance.
- Investment Funds:
- National and international bonds and equities Know our funds
- Investment mandates
- Customized portfolio structure and management
- Tailored investment baskets and life cycles
- 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
- Electronic invoicing (CFDIs) for:
Mutual Funds Distributed By Other Asset Managers Information:
NAF-UMS
Our clients:
- Pension funds
- Employees’ Savings Associations
- Fund distributors
- Foreign institutions
- Treasuries
- Technical Provisions
- Financial advisors
- Personal Retirement Plans and Tax Benefit Plans
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Investment Banking and Capital Markets
Top leader in structuring and placement of infrastructure issues in the Mexican bond market in 2019.
Team with experience in more than 127 public offers
Innovative and tailored solutions (first FIBRA E in the Mexican market and many other breakthroughs)
Advisory services on optimization of capital structures and restructures.
M&A
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GBM Infrastructure & Strategy
We have a proven capacity to originate, analyze, structure, negotiate, invest, monitor and realize private equity investment opportunities in infrastructure.
Our funds:
- GBM Infraestructura (CKD:GBMICK12) is fully invested in eight infrastructure projects within the water, highway and energy sectors.
- GBM Estrategia I (CKD: GBMESCK16) is still under investment phase. Hence, efforts are currently devoted to assessing opportunities, mainly in the energy sector.
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Trading and Institutional Sales
Stock Brokerage and Institutional Sales
Leading stock brokerage firm in the promotion and trading of Mexican bonds and equities.
First places in volume traded at the Mexican Stock Exchange for 15 years
Make the best investment decisions through access to Mexico’s most robust equity research and to the top management of the names within our coverage.
We can help you invest in:
- Electronic trading
- Equities
- FX and Derivatives
- Money market
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Prime Broker
We offer institutional investors all the products and services they need to outsource with GBM a wide range of processes from execution to asset custody.
The modular services offered by GBM Prime Broker allow institutional investors to focus on their investment strategies in money and capital markets.
Created to meet the particular needs of our clients, GBM Prime Broker provides access to the following services, with a highly specialized technology to minimize manual interaction with our clients.
- Execution
- Local and cross-border settlement
- Securities lending
- Operational funding
- Rights management
- FX transactions
- Custody
- Research
- Tailored reporting
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