GRUPO FINACCESS

Who we are

We are an investment company that manages equity and offers a diversity of services. We are formed by several companies that develop innovative financial, management, and service activities known for their diversity and range. Through them we provide a service tailored to the needs and specific characteristics of each client.

The specific goal of each of our strategic business units is as follows:

FINACCESS
MEXICO
FINACCESS
CAPITAL
FINACCESS
ADVISORS
FINACCESS
VALUE
FINACCESS
SERVICIOS
CORPORATIVOS
FINACCESS
SOCIAL
FINACCESS
FILANTROPÍA

About us

Mission

Cuidar el patrimonio de nuestros clientes y accionistas, incrementándolo de forma sostenida a través de generaciones.

Vision

Ser la institución inversora patrimonial privada de referencia en los mercados donde estamos presentes.

Vision

To become the benchmark investment institution.

Mission

To sustainably increase our investor’s wealth across generations.

OUR VALUES

Trust

We offer certainty to our investors and employees.

Justice

We live an honest life and do good onto others, rendering our dues to God and all others.

Loyalty

We honor our institution through our commitment, gratitude, and respect.

Prudence

We act adequately, with no precipitation and respecting the feelings, life, and liberty of others.

Responsibility

We are committed to people, family, and society.

Corporate Governance

At Grupo Finaccess we comply with the strictest corporate governance norms and each one of our companies and divisions operates based on the necessary internal rulings to apply best practices in management, promotions, accounting, treasury, customer service, auditing, conflicts of interest, and code of ethics. 

In this task, we have the full support of several Boards of Directors—with high numbers of independent directors—and of the committees that stem from them. Further, our companies are audited annually by the external auditor PwC.

At Grupo Finaccess we work based on best practices in all areas of the business, establishing clear policies to operate in an ethical and efficient manner, and segregating the responsibilities of every member of the company. We also make a constant effort to strengthen our internal controls, improve communication and collaboration, and to adhere to the strictest standards in corporate governance.

We periodically communicate the Code of Ethics & Business Conduct to our employees in order for them to get to know it, understand it, and apply its principles. We also offer the necessary tools to report possible violations to the Code and voluntarily contribute to any required investigation. 

We have an Integrity Policy in place that addresses anti-corruption and conflicts of interest, among other issues. The policy adheres to the strictest applicable international standards and legislation. The Compliance and Ethics Committee, which reports to the Board of Directors, reviews it at least once a year.

GET TO KNOW OUR

ANTI-CORRUPTION COMPLIANCE PROGRAMME

View Document

GET TO KNOW OUR

CODE OF
ETHICS AND
CONDUCT

View Document

TIMELINE

  • Servicios Profesionales de Administración Corporativa (SPAC) was created to coordinate administrative and management services for several clients.
  • A group of Mexican and foreign investors founded Finaccess México, which began operating five proprietary funds and innovative commercial strategies with a salesforce with a private banking background.
  • Finaccess Advisors LLC is founded in New York and in Concord, Massachusetts.
  • SPAC extended the range of services it offered and increased its number of clients and employees.
  • Finaccess México launched the Managed Account product, using the Scotia Casa de Bolsa platform and expanded its family of products by distributing third-party funds.
  • The totality of the Finaccess México shares were acquired, thus reconstituting the shareholding scheme.

    NEWS STORY: A Group of Investors Acquire Finaccess (in Spanish)

    • Finaccess Advisors was registered in Florida as a Registered Investment Advisor and started operating in Miami to support internal clients with foreign investment management services.
       
    • The holding company Finaccess SAPI was created.
    • SPAC became Finaccess Servicios Corporativos and expanded its service offering.
    • Finaccess México launched new proprietary funds and the mixed Finaccess-EDM fund.
    • Finaccess Advisors spun-off of Finaccess México, moved to Miami and became the fifth largest investment advisor in Florida in assets under advisement.
    • Finaccess Capital, Finaccess Estrategia, Finaccess Capital USA, Finaccess Social, and Finaccess Filantropía were created.
    • The holding company changed its name to Grupo Finaccess SAPI de CV

      NEWS STORY - Finaccess Interview - Forbes (in Spanish)

      • Finaccess México developed new investment funds with Credit Suisse and finalized commercial partnerships. 
      • Finaccess Capital obtained control over AmRest and Restaurant Brands New Zealand, as a majority shareholder, and acquired a stake in Inmobiliaria Colonial. It acquired its first Mexican mezcal brand, Xicala.

      NEWS STORY – Mexican Fund Buys Stake in Poland’s AmRest from Warbug

      NEWS STORY – Finaccess Capital Studies the Possibility of Doubling its Stake in AmRest 

      NEWS STORY – Colonial will Expand Capital by 265 Million to Finance Investments (In Spanish)

      NEWS STORY – Finaccess Surpasses Villar Mir in Terms of Stake in Colonial (In Spanish)

      NEWS STORY – Finaccess Strengthens Stake in Colonial (In Spanish)

      NEWS STORY – Finaccess Reaches a 18.38% Stake in Colonial in the Midst of the Tender Offer for Axiare (In Spanish)

      NEWS STORY – The Majority Shareholder in AmRest, owner of La Tagliatella, Planning to Acquire up to 75% of Restaurant Brands (In Spanish) 

      NEWS STORY – Finaccess Acquires 10% of AmRest for 309 Million, for a 67% Stake (In Spanish)

      NEWS STORY- Restaurant Brands’ Mexican Bidder Sees Growth Ahead

      • Finaccess Advisors offered advice on a diversity of new investment funds, captured new clients and wealth, and registered strong growth in AUM. 
      • Finaccess Advisors ranked 66th in FA Magazine’s top registered investment advisors (RIA), in terms of assets under advisement. It is also catalogued as one of the largest advisors in the Southeastern US.

      NEWS STORY- 10 Largest RIAs in the Southeast

      • Finaccess Social invested in Soltra, thus contributing to the latter’s acquisition of Cinia.
      • Finaccess México offered a fund portfolio that is well-balanced in terms of value, growth, and profitability, including an ESG fund; it became a member of the Consejo Consultivo de Finanzas Verdes.

      NEWS STORY – Finaccess México Launches AXESESG Fund (In Spanish)

      NEWS STORY – Finaccess México Adheres to the Consejo Consultivo de Finanzas Verdes (In Spanish)

      • Finaccess Advisors offered financial advice to 15 investment funds in Luxembourg, Mexico, Switzerland, and Ireland.
      • Finaccess Value Agencia de Valores, SAU was constituted in Spain.
      • Finaccess Social's efforts are centered on supporting two companies: Soltra and Cinia.
      • Finaccess México, Finaccess Servicios Corporativos, and Finaccess Advisors were recertified under the CRESE Norm as "outstanding company".
      • Finaccess Mexico modifies its differentiated products and services and enters into a distribution agreement with Skandia Operadora de Fondos.
      • Finaccess Mexico receives the Support and Social Commitment award from the organization Voz de las Empresas.
      • Finaccess Value begins operations in Spain.

      NEWS STORY - Finaccess Value expands its range of services to manage portfolios and investment vehicles.

      NEWS STORY - Finaccess Value will manage two new investment funds launched by Renta 4 gestora

      • Finaccess Capital launches Finaccess Ventures, to support young entrepreneurs with a social sense.
      • Finaccess Corporate Services implements the Safe Return Plan with protocols for the return to work in person.
      • Finaccess Social's efforts are centered on supporting two companies: Soltra and Cinia
      • Finaccess Mexico, Finaccess Servicios Corporativos and Finaccess Advisors maintain their certification as Exemplary Companies under the CRESE standard.
      • Finaccess Mexico modifies its differentiated products and services and enters into a distribution agreement with Skandia Operadora de Fondos.
      • Finaccess Mexico receives the Support and Social Commitment award from the organization Voz de las Empresas.
      • Finaccess Value begins operations in Spain.

      NEWS STORY - Finaccess Value expands its range of services to manage portfolios and investment vehicles.

      NEWS STORY - Finaccess Value will manage two new investment funds launched by Renta 4 gestora

      • Finaccess Capital launches Finaccess Ventures, to support young entrepreneurs with a social sense.
      • Finaccess Corporate Services implements the Safe Return Plan with protocols for the return to work in person.
      • Finaccess Social's efforts are centered on supporting two companies: Soltra and Cinia
      • Finaccess Mexico, Finaccess Servicios Corporativos and Finaccess Advisors maintain their certification as Exemplary Companies under the CRESE standard.
      • Finaccess México offered a fund portfolio that is well-balanced in terms of value, growth, and profitability, including an ESG fund; it became a member of the Consejo Consultivo de Finanzas Verdes.

      NEWS STORY – Finaccess México Launches AXESESG Fund (In Spanish)

      NEWS STORY – Finaccess México Adheres to the Consejo Consultivo de Finanzas Verdes (In Spanish)

      • Finaccess Advisors offered financial advice to 15 investment funds in Luxembourg, Mexico, Switzerland, and Ireland.
      • Finaccess Value Agencia de Valores, SAU was constituted in Spain.
      • Finaccess Social's efforts are centered on supporting two companies: Soltra and Cinia.
      • Finaccess México, Finaccess Servicios Corporativos, and Finaccess Advisors were recertified under the CRESE Norm as "outstanding company".
      • Finaccess México developed new investment funds with Credit Suisse and finalized commercial partnerships.
      • Finaccess Capital obtained control over AmRest and Restaurant Brands New Zealand, as a majority shareholder, and acquired a stake in Inmobiliaria Colonial. It acquired its first Mexican mezcal brand, Xicala.

      NEWS STORY – Mexican Fund Buys Stake in Poland’s AmRest from Warbug

      NEWS STORY – Finaccess Capital Studies the Possibility of Doubling its Stake in AmRest 

      NEWS STORY – Colonial will Expand Capital by 265 Million to Finance Investments (In Spanish)

      NEWS STORY – Finaccess Surpasses Villar Mir in Terms of Stake in Colonial (In Spanish)

      NEWS STORY – Finaccess Strengthens Stake in Colonial (In Spanish)

      NEWS STORY – Finaccess Reaches a 18.38% Stake in Colonial in the Midst of the Tender Offer for Axiare (In Spanish)

      NEWS STORY – The Majority Shareholder in AmRest, owner of La Tagliatella, Planning to Acquire up to 75% of Restaurant Brands (In Spanish) 

      NEWS STORY – Finaccess Acquires 10% of AmRest for 309 Million, for a 67% Stake (In Spanish)

      NEWS STORY- Restaurant Brands’ Mexican Bidder Sees Growth Ahead

      • Finaccess Advisors offered advice on a diversity of new investment funds, captured new clients and wealth, and registered strong growth in AUM.
      • Finaccess Advisors ranked 66th in FA Magazine’s top registered investment advisors (RIA), in terms of assets under advisement. It is also catalogued as one of the largest advisors in the Southeastern US.

      NEWS STORY- 10 Largest RIAs in the Southeast

      • Finaccess Social invested in Soltra, thus contributing to the latter’s acquisition of Cinia.
      • SPAC became Finaccess Servicios Corporativos and expanded its service offering.
      • Finaccess México launched new proprietary funds and the mixed Finaccess-EDM fund.
      • Finaccess Advisors spun-off of Finaccess México, moved to Miami and became the fifth largest investment advisor in Florida in assets under advisement.
      • Finaccess Capital, Finaccess Estrategia, Finaccess Capital USA, Finaccess Social, and Finaccess Filantropía were created.
      • The holding company changed its name to Grupo Finaccess SAPI de CV

      NEWS STORY - Finaccess Interview - Forbes (in Spanish)

      • The totality of the Finaccess México shares were acquired, thus reconstituting the shareholding scheme.

        NEWS STORY: A Group of Investors Acquire Finaccess (in Spanish)

        • Finaccess Advisors was registered in Florida as a Registered Investment Advisor and started operating in Miami to support internal clients with foreign investment management services.
           
        • The holding company Finaccess SAPI was created.

        Finaccess México launched the Managed Account product, using the Scotia Casa de Bolsa platform and expanded its family of products by distributing third-party funds.

        • A group of Mexican and foreign investors founded Finaccess México, which began operating five proprietary funds and innovative commercial strategies with a salesforce with a private banking background.
        • Finaccess Advisors LLC is founded in New York and in Concord, Massachusetts.
        • SPAC extended the range of services it offered and increased its number of clients and employees.

        Servicios Profesionales de Administración Corporativa (SPAC) was created to coordinate administrative and management services for several clients.

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