ASSET
MANAGEMENT
Portfolio Management and Investment Advisory Services for Domestic and International Clients¹
LOCATION
Mexico City,
Mexico²
RANGE OF SERVICE
International Clients³
Directly or indirectly related services, regulators and trademarks ⁴
Investment Philosophy
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Our investment approach is grounded in disciplined portfolio construction, risk management, and a long-term perspective.
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We focus on building resilient portfolios that seek to preserve capital across market cycles while capturing opportunities when risk is appropriately priced.
Asset Management
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Client advisory and asset management may be conducted by locally registered advisors, while limited discretionary portfolio management, where applicable, may be provided for institutional investors.
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Client assets are held with regulated third-party custodians, and investment activities are conducted in accordance with applicable regulatory requirements.
Meet Your
Asset Manager
With over six years of experience in advisory and asset management, Jeronimo Muñoz Rodriguez works with high-net-worth individuals, delivering tailored investment solutions aligned with each client’s objectives and risk profile.
Jeronimo began his career advising clients in Mexico and later gained international experience working with a long/short hedge fund in London. He holds a Master’s degree in Investment and Wealth Management from Imperial College London.
He works in collaboration with GBM through We Capital under the AFA structure. GBM is currently Mexico’s leading brokerage firm with more than 40 years of history. GBM oversees more than USD 53 billion in AUC and over USD 9 billion in AUM, and serves 9 out of 10 domestic investment accounts.⁵
How the Service Works
1
Open Your
Account
You open an investment account directly with the regulated custodian GBM, in your own name.
2
Fund Your
Account
You deposit funds directly. Advisors never have access to deposits or withdrawals.
3
Authorize Management
You authorize your advisor to manage your portfolio under agreed terms.
4
Portfolio Management
Assets are professionally managed, while you retaining full control, and can liquidate at all times.
Assets and Strategies
Portfolios may include exposure to:
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Global equities
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Fixed income and cash equivalents
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Exchange-traded funds (ETFs)
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Alternative and diversifying strategies
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Structured Notes
Allocations are tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon.
Geographic Availability
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Mexican residents may be supported by advisors registered in Mexico for client relationship management.
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European and international clients may be onboarded and serviced in both international and domestic markets.
Services are provided in accordance with applicable regulatory requirements. Nothing on this website constitutes an offer or solicitation to provide investment advisory services in any jurisdiction where such services would be unlawful.
Personalized investment advice is provided subject to applicable regulatory requirements. For additional legal disclaimers and information, visit: www.jeronimomunoz.com/legal
¹ Jeronimo Muñoz Rodriguez is a financial advisor registered under Mexican regulations and may assist clients with onboarding, coordination, and ongoing communication. Jeronimo Muñoz Rodriguez does not act as a U.S. investment adviser and all his practices are performed under national regulations, advising domestic and international clients under GBM AFA structure.
² For clients subject to Mexican jurisdiction, advisory and portfolio management services may be provided by Jerónimo Muñoz Rodríguez in his capacity as an Independent Advisor (AFA) affiliated with GBM through We Capital, in accordance with applicable Mexican laws, regulations, and relevant terms and conditions.
³International clients may be supported through appropriately licensed advisors, subject to client eligibility and applicable regulatory requirements.
⁴The logos and trademarks displayed above belong to their respective owners and are referenced solely to identify custodians and platforms through which GBM and/or affiliated advisors provide services. No endorsement or affiliation beyond the stated relationship is implied.
⁵ Information based on publicly available disclosures by GBM. For additional details, please refer to https://gbm.com/quienes-somos/
⁶Services for U.S. persons, where available, may be provided through Mexican regulations and all investments done with GBM.