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Finaccess México

Investment fund manager in Mexico that offers specialized financial advice tailored to the needs and risk profiles of each client; Finaccess México is regulated and approved by the Banking and Securities Commission (Comisión Nacional Bancaria y de Valores, CNBV), by the Mexican Ministry of Finance (Secretaría de Hacienda y Crédito Público, SHCP), and by the Mexican Federal Bank (Banco de México).

The company is ruled by a strict regulatory framework that includes operating in accordance to all legislation applicable to Investment Fund Managers, being supervised by the Mexican Banking and Securities Commission (Comisión Nacional Bancaria y de Valores, CNBV), adhering to best practices in corporate governance, as well as carrying out obligatory annual financial, tax, risk, and money laundering audits. Finaccess Mexico fully complies with the Foreign Account Tax Compliance Act (FATCA), is supervised by the National Commission for the Defense of Financial Services Users (Comisión Nacional para la Defensa de los Usuarios de Servicios Financieros, Condusef), and participate in the Mexican Association of Securities Intermediaries (Asociación Mexicana de Instituciones Bursátiles, AMIB), that also acts as a self-regulating organism.

In 2017, Finaccess México registered the highest growth and consolidation of its 17-year history. Assets managed by the company registered a 49.5% increase. The goal of Finaccess México is to offer its clients the best products in the market through funds it manages directly as well as third-party funds.

Further, Finaccess Mexico finalized an important commercial partnership with Credit Suisse in Mexico, and it started operating four new investment funds, three of which are variable rate—a global stock picking, AXESGSP; a value and dividends fund, AXESV&D, and a discretionary variable rate fund, AXESRVD—and the fourth is a peso-denominated debt fund, AXESCSD. Our value creating strategy focused on developing innovative investment products by establishing commercial partnerships, maintaining very strict corporate governance practices, and strengthening our digital strategy, constitutes a solid foundation that reflects the results we have achieved to this day.