FINACCESS MEXICO

FINACCESs
MEXICO

We are an independent investment fund manager in Mexico that offers specialized financial advice tailored to the needs and risk profiles of each client. We are regulated and authorized 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 Central Bank (Banco de México).

We strictly adhere to all tax, risk management, and money laundering regulations. We are also regulated by the CNBV and audited by PricewaterhouseCoopers (PwC).

Furthermore, we comply with the Foreign Account Tax Compliance Act, FATCA, and with the Common Reporting Standard (CRS): a series of rules for exchanging information by financial institutions established by the Organization for Economic Cooperation and Development (OECD).

We are also 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 compliance with best practices in corporate governance, we have our own Board of Directors, of which 60% are independent directors. The Board operates with five committees, including an Audit Committee, which works independently of the fund manager.

Our fund offering is robust, enabling us to build diversified portfolios with different kinds of assets that respond to each client’s needs, risk profile, and goals. We combine discipline in management and experience to offer personalized accompaniment, with a comprehensive financial planning vision, long-term focus, and continuous monitoring, thus contributing to building and preserving the wealth of our clients for generations.

COMMERCIAL

PARTNERSHIPS

We have jointly launched investment funds in the Mexican market

We launched a product known as Seguro de Vida Inversión (life insurance protection) that offers tax benefits and wealth protection.

FINANCIAL

INTERMEDIARIES

They distribute our products.

We are members of the Consejo Mexicano de Finanzas Sostenibles, a representational organism of the Mexican financial sector that promotes sustainable finances as the driver behind the transition to a greener and more inclusive economy.

Our results are founded on a value-creating strategy geared toward developing unique investment products, establishing commercial partnerships, maintaining very demanding corporate governance practices, and strengthening communication with clients through digital technologies. 

In 2026, Morningstar, the leading global company for assessing and classifying mutual funds, granted its four-star rating to the AXESLP, AXESMP, AXESGLO, and AXESEDM Finaccess México funds. The classification recognizes outstanding performance based on excellent yield and low market risk as compared to similar funds.

ADministración

MANAGEMENT

Figures in millions of pesos

Asset

MANAGEMENT

Figures in millions of pesos

For more information on Finaccess México

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