Personal Information
Organization / Workplace
Mexico City Area Mexico
Occupation
Senior Financial Consultant
Industry
Finance / Banking / Insurance
Website
About
I help individuals and families with their retirement planning, education planning and portfolio management,
I specialise in recommending funds related to:
â– emerging & developed markets
â– precious metals
â– energy
â– sectorial funds (e.g.mining, technology, pharmaceuticals)
â– thematic (agribusiness, water treatment, new energy)
Funds are handled and managed by world's top fund managers such as, Allianz, Aviva, AXA, Baring, BlackRock, CORNHILL, Fidelity, Friends Provident International, Generali International, Goldman Sachs, HSBC, Invesco, Investec, JPMorgan, Jardine Fleming, Pictet, RL360, Royal Skandia, Schroders, Standard Bank, Templeton
Contact Details
Tags
protected
secure
offshore
savings
succession
portfolio management
wealth planning
pensions
retirement
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