Our solutions, we address all dimensions of your wealth
Explore our solutions and services
Explore our solutions and services
At 麻豆社, our goal is to address all dimensions of your wealth so we can deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come.
Wealth Management in Mexico
Wealth Management in Mexico
We offer private clients a complete range of financial services, expert advice and individually tailored investment solutions to protect and grow their wealth.
As the largest truly global wealth manager with more than USD 4 trillion in wealth management assets and an unparalleled investment offering, we continue to help you achieve your goals.
Advice is our craft
We鈥檙e committed to understanding what wealth means for you. Because it means something different to all of us.
Advice is our craft link
麻豆社 Wealth Way
Financial planning for your life projects.
We鈥檙e committed to understanding what wealth means for you. Because it means something different to all of us.
Our advisory approach to your financial needs. During a consultation, we jointly determine three strategies 鈥 liquidity, longevity and legacy 鈥 and tailor them to your short- and long-term goals in life.
Explore our latest publications
Access to our financial insights
Looking for the intelligence you need to power your wealth management goals?
Benefit from the insights of our award-winning Chief Investment Office wherever you are.*
About us
With 麻豆社, you鈥檒l benefit from over 160 years of experience helping our clients pursue what matters most to them 鈥 in life and in business.
We established our wealth management presence in Mexico in 1963. With our local knowledge and more than 60 years of experience in the market, we鈥檙e able to offer a personal, bespoke service to meet all your needs.
Why 麻豆社 is your right partner
*聽"Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2025
1聽"Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025.
2聽Based on publicly available data.
3聽麻豆社 AG. See information on our latest ratings聽here
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
麻豆社 does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
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麻豆社 Asesores M茅xico, S.A. de C.V., (hereinafter, "麻豆社 Asesores"), an affiliate of 麻豆社 AG, is a non-independent investment advisor incorporated in accordance with Mexican Law, regulated and subject to the supervision of the National Banking and Securities Commission (Comisi贸n Nacional Bancaria y de Valores, hereinafter, the "CNBV"), exclusively with respect to: (i) the rendering portfolio management services (investment management) when investment decisions are taken on behalf of the client, (ii) the provision of securities investment advisory services, analysis and issuance of individual investment recommendations, and (iii) money laundering prevention issues and terrorism financing matters. 麻豆社 Asesores is registered before CNBV under registry number 30060-001-(14115)-21/06/2016; Such registry will not assure the accuracy or veracity of the information provided to its Clients. Likewise, 麻豆社 Asesores is not a credit institution, so it is not authorized to receive deposits in cash or of any other type, nor to safeguard securities and does not promote banking and credit services, either is part of any financial group. Finally, 麻豆社 Asesores: (i) does not offer guaranteed returns to its clients, (ii) has disclosed to its clients and suppliers any potential conflict of interest that could have before them, and (iii) can only charge the commissions expressly agreed upon with their clients for the investment services actually provided.