What makes us different

Private banking has a different meaning for each of us. That’s why we offer an independent, discretionary, specialist, flexible and personalized advice and management service that aims to meet the personal requirements of each client. A different service that seeks to determine when and how to achieve our clients’ goals.

Independence

The advantage of being an independent advisor is that we are committed to offering the best alternatives for our clients, putting our clients’ interests first without depending on third parties.

Our current client portfolio is able to choose between various financial institutions, none of which have a relationship with the Crèdit Andorrà Group, whereby they establish a direct relationship with clients. This option enables us to deliver flexibility and a quality service at the lowest cost possible.

Expertise

In order to provide the best possible service, we employ experts in local and foreign financial markets. We have several investment committees in place to assess market conditions in Mexico, Latin America, the US, Europe and Asia, helping us to identify opportunities and risks in relation to our portfolio management activities.

In addition, CA México Asesores Patrimoniales has teamed up with other advisors abroad to benefit from the insights of local experts in relation to the management of investments outside Mexico.

A personalized service

Each person and each family has a specific situation and evolves differently. Therefore, we provide specialized advice that is tailored to suit the needs of each individual client.

An international outlook

Since we operate in a global environment that is correlated to financial markets, the advantage of being part of an international group is that we can rely on both regional and international analysis and strategies that enable us to anticipate and deliver consistent opportunities for our clients’ portfolios, based on each individual investor profile.

Our management model

Our management model is based on ongoing analysis and monitoring of markets, thereby allowing us to identify both local and external opportunities and risks. Our Strategy Committee uses fundamental, technical and quantitative analysis and operates a policy geared towards team decision-making.

We have also developed an internal policy manual that details policies and guidelines aimed at preventing potential conflicts of interest.

In order to achieve the desired outcome, we maintain a close relationship between the client and the advisor, based on trust and professionalism. We listen to our clients, understand their needs and review their profile, assessing the risks they are prepared to take in their financial decisions and the results they want to achieve, so as to develop tailored solutions using our own management model.