Servicios Profesionales de Administración Corporativa (SPAC) was created to coordinate administrative and management services for several clients.
- Se adquiere la totalidad de acciones de Finaccess México, con lo que se reconstituye la base accionaria.
NOTICIA: Un grupo de inversionistas adquieren Finaccess
- Finaccess Advisors se registra como Registered Investment Advisor e inicia operaciones en Miami para apoyar a clientes internos en la administración de inversiones en el extranjero.
- 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.
NOTICIA – Mexican fund buys stake in Poland’s AmRest from Warbug
NOTICIA – Finaccess Capital estudia duplicar su participación en 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)
NOTICIA – Finaccess refuerza su participación en Colonial
NOTICIA – Finaccess alcanza el 18.38% de Colonial en plena OPA sobre Axiare
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)
NOTICIA- Restaurant Brands’ Mexican bidder sees growth ahead
- Finaccess Advisors asesora a una diversidad de nuevos fondos de inversión, capta nuevos clientes y patrimonios y registra crecimiento en activos bajo gestión.
- 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.
NOTICIA- 10 Largest RIAs in the Southeast
- Finaccess Social invested in Soltra, thus contributing to the latter’s acquisition of Cinia.
- Finaccess México lanza un fondo con criterios ESG, el fondo AXESDVD, que invierte en un portafolio internacional de renta variable, y el Seguro de Vida Inversión bajo la alianza con Interprotección y Allianz; se adhiere al Consejo Consultivo de Finanzas Verdes y concreta un acuerdo de distribución con Skandia Operadora de Fondos. Además, recibe el galardón Apoyo y Compromiso Social que otorga la organización Voz de las Empresas.
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.
- Se constituye en España Finaccess Value Agencia de Valores, SAU y obtiene la calificación A, que otorga el conglomerado inglés de medios Citywire, y las medallas plata y bronce para dos de sus fondos, que otorga la empresa estadounidense de servicios financieros Morningstar.
NOTICIA- FINACCESS VALUE Y AFI INVERSIONES GLOBALES SGIIC LANZAN EL FONDO FINACCESS COMPROMISO SOCIAL EUROPA RV
NOTICIA- FINACCESS VALUE AMPLÍA SU GAMA DE SERVICIOS PARA GESTIONAR CARTERAS Y VEHÍCULOS DE INVERSIÓN
NOTICIA- FINACCESS VALUE GESTIONARÁ DOS NUEVOS FONDOS DE INVERSIÓN LANZADOS POR 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 México, Finaccess Servicios Corporativos y Finaccess Advisors mantienen su certificación como “empresa ejemplar” bajo la norma Crese®.