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ABOUT US

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Privest, S.A de C.V. Asesor en Inversiones Independiente is a Mexican investment advisory firm, founded in 1996. It is registered in the Registro Público de Asesores en Inversiones of the Comisión Nacional Bancaria y de Valores (CNBV) under Folio CNBV 30023-001- (5326 ) -18 / 12/2015. Its activities are subject to a strict regulatory framework, established in Articles 225, 226, 226bis, 227 and 227bis of the Ley del Mercado de Valores.

We provide financial advisory services to individuals, families, institutional investors and companies, specializing in wealth management and investment banking transactions.

We specialize in the sale and acquisition of companies, fusions, capitalizations and corporate financing.

We provide our clients with professional portfolio management services, investing in the securities markets on their behalf.

¿WHY PRIVEST?

  • All our services are offered through a team of highly trained professionals that give a personal attention and an effective response to our clients needs.
  • The team of professionals that integrates our firm are committed to our clients in providing the highest quality of service at very competitive costs, all of which ensures we can deliver substantial added value.
  • All of our actions strictly adhere to regulatory and institutional frameworks, guarding the interest of our clients under strict ethical principles, absence of conflicts of interest and applying prudence and responsibility throughout all of our decision-making processes.
  • Privest is a member of the Asociacion Mexicana de Asesores Independientes de Inversiones, A.C. (AMAII).

MISSION

PRIVEST’s mission is to offer our clients professional financial advisory services based on their particular needs and objectives. Through an investment strategy that adheres to individual investment profiles and under a strict discipline of performance, we achieve competitive and stable returns without incurring conflicts of interest.

The investment decision-making process is based on in-depth knowledge of the risk tolerance of each of our clients, under a process of risk analysis that privileges the prudence and knowledge of their individual conditions. We act with total independence from financial institutions, which allows us to optimize operating conditions and transaction costs for the benefit of our clients.

We are committed to a service of excellence in care and service. Our conduct is governed by strict standards of ethics, transparency, confidentiality and prudence and a continuous assessment of the market risks that affect and condition the volatility of investments.

PARTNERS

PRIVEST is formed by professionals of recognized trajectory, committed to strict standards of ethical conduct, transparency and confidentiality.

Guillermo Flores Martinez

– Degree in Economics, Masters in Business Administration, Senior Management Program AD-2 (IPADE).
– Started his professional career in the financial sector in 1983.
– From 1991 to 1996, General Director of Casa de Bolsa Probursa.
– From 1991 to 1996, member of the Board of Directors of Bolsa Mexicana de Valores and Vice President of the Asociación Mexicana de Instituciones Bursátiles.
– From 1992 to 1996, Chairman of the Board of Directors of Mutual Funds at Grupo Financiero Probursa.
– From 2001 to 2003 President of the Asociación Mexicana de Asesores Independientes de Inversiones (AMAII).
– Professor of Finance and Economics at Universidad Panamericana.
– Since 1996, Managing Partner and founder of PRIVEST.

Socio Director General

Roberto Carreto Cordero

– Lic. In Economics (ITAM), Masters and doctoral studies in Economics at Boston University.
– In 1983, he began his professional career in the financial sector, joining Bank of Mexico.
– From 1986 to 1990, Director of Corporate Financing at Casa de Bolsa Probursa.
– From 1988 to 1989, President of the Corporate Finance Committee of the Asociación Mexicana de Instituciones Bursátiles.
– From 1991 to 1995, Financial Director of Grupo Financiero Probursa.
– Exhibitor at various seminars and conferences in Mexico, United States and Venezuela on issues of economics and finance.
– Since 1996, Managing Partner and founder of PRIVEST.

Socio Director de Análisis y Banca de Inversión

Fernando Guerrero Arámburu

– Certified Public Accountant (ITAM). Master’s Degree in Business Administration (IPADE) and Diploma in Finance (ITAM).
– Starts his professional career in the financial sector in 1982.
– From 1988 to 1991, Deputy Director of Promotion at Casa de Bolsa Probursa.
– From 1991 to 1996, General Director of Mutual Funds at Grupo Financiero Probursa.
– Exhibitor at various seminars and conferences on portfolio management and investment risk control.
– Since 1996, Managing Partner and founder of PRIVEST.

Socio Director de Operación

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