WEALTH MANAGEMENT

Oriented to individuals, companies and institutional investors who require specialized attention in the management of their investment portfolio. It consists of making investment decisions on behalf of the client, through the administration of one or more accounts in their name with recognized financial institutions, in Mexico or abroad.

Investment management is aimed at high-net-worth investors who require state-of-the-art service and attention. As an independent consultant, Privest offers each of its clients the design of a personal strategy and the management of its investment portfolio in accordance to their particular investor profile, considering sensitivity and tolerance to risk, investment horizon and particular conditions.

Privest is exclusively empowered to issue investment instructions in accordance with the strategy agreed with the client. The securities of the accounts under management remain in the financial institutions in the name of the holder. Investment management involves a continuous process of valuing portfolio results, and possible changes in the client’s investment objectives and / or strategy.

THE PROCESS THAT PRIVEST USES IN INVESTMENT MANAGEMENT CONSISTS OF THE FOLLOWING STEPS:

I. Evaluation

Based on an analysis of the knowledge, objectives, experience and financial situation of each of our clients, we make a careful assessment to determine their investor profile. This allows us to select institutions, markets, instruments and an investment horizon that are better aligned to their objectives.

II. Deposit of funds

Funds managed by Privest are deposited in the name of the client in the financial institution (bank or brokerage firm) selected by the client and can only be withdrawn by the client. This institution will guard the resources and will also provide the operations execution services (purchase / sale of securities) instructed by Privest.

III. Management

The client grants Privest a limited power of discretionary management whose exclusive purpose is to carry out the investment operations according to the previously defined strategy. This strategy will strictly follow the investor profile of each client.

IV. Contract signature

Privest celebrates with the client a services provision contract that establishes the conditions under which the client’s resources will be managed.

V. Execution

Privest will execute the investment strategy agreed with the client.

VI. Continuous feedback process

On a monthly basis, clients will receive statements from their bank or the brokerage firm. Likewise, at Privest we maintain constant communication with our clients, who will receive regular updated information on their portfolios and all operations as well as monthly performance reports. In addition, we hold follow-up meetings with our clients whenever they wish to evaluate results and evaluate the strategy.