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

The client's investment assets are at all times held in the client's own name and are deposited in accounts at qualified financial institutions associated with or designated by Privest. Privest provides investment advisory, asset allocation, and investment management services pursuant to the client's authorization and the corresponding agreements, while the client's assets are kept separate from Privest's own assets.

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

The client’s submission of an application for a Privest cross-border investment account constitutes the client’s formal acceptance and authorization of the corresponding agreements for the provision of investment services. Within the scope of the authorization granted by the client, Privest will provide investment advisory, asset allocation, investment strategy, and other agreed services.

V. Execution

Privest will execute the investment strategy agreed with the client.

VI. Continuous feedback process

Under the partner collaboration model, the client maintains full transparency and autonomy over their own investment account, and can review through the corresponding account system the asset allocation, position structure, transaction history, and portfolio performance. In accordance with changes in the market environment, investment objectives, and risk tolerance, the client may maintain ongoing communication with their Privest investment advisor, conduct periodic evaluations of the existing portfolio, and, within the scope of the services and authorizations agreed between both parties, make the corresponding adjustments to the asset allocation and investment strategies.