Eduardo U.

Experience

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  Ministry of Finance and Public Credit

  Jul 1999 - Aug 2002

  Head of the Department of Analysis and Securities Valuation

  1. In charged of the relation between the General Direction of Insurance and Securities and three committees of the Organization for Economic Cooperation and Development (OECD): Capital Movements and Invisible Transactions, Insurance, and Financial Markets.2. Carried out biannual updates of the Mexico’s position before the OECD Liberalization Codes.3. Elaborated different analysis about the ways that OECD members have to increase peoples’ economic assets such as individual development accounts (i.e. dedicated saving accounts for education, home, retirement, etc.). Show less

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  Ministry of Finance and Public Credit

  Aug 2004 - Aug 2006

  Deputy General Director of Inter-Institutional Coordination

  1. In charged of the Ministry relation with the World Bank to review strategies to increase developing investments tools regarding saving and education.2. Carried out studies about federal regulation that produced 3 documents of National compliance aimed at making more accessible about 68 programs of 14 Federal Ministries.

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  National Congress

  Nov 2006 - Oct 2007

  Technical Secretary

  1. Coordinate the approval 2006 and 2007 national budget in coordination with the Ministry of Finance’s Secretary, Undersecretary, Heads of Units, and General Directors.2. Generate studies about the fiscal impact of modifying incentives for enterprises in order to increase private pension plans.3. Reviewed the budget impact that would have different legislative initiatives related to promote productive activities at a national level.

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  HSBC Mexico

  Nov 2007 - Jun 2015

  Assistant VP Sales and Client Management

  I was responsible for growing and maintaining institutional segregated accounts for HSBC Global Asset Management. The following were my main achievements: 1. I launched new Asset Management products and grew HSBC institutional clients’ assets to around USD 3 billion. 100% retention. Daily coordination of Investments, Risk, Custodian, and Banking areas for this purpose.2. I won the single biggest segregated account (Insurance Technical Reserves), increasing HSBC Global Asset Management AuM’s by 40%.3. Increased HSBC mutual fund offer by 50% launching the first two international funds (BRIC / Emerging Wealth) and a family of retirement funds aimed for individuals and companies. Show less

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  Schroders

  Jul 2015 - Dec 2018

  Sales Manager

  I was responsible to develop an annual strategy to grow business in Mexico, Costa Rica, and El Salvador coordinating its implementation with the Country Head. The following were my main achievements: 1. Maintain and grow institutional client accounts in Mexico. I achieved new inflows for about USD 630 million. 2. I coordinated the Client Service activities for accounts worth USD 4 billion.3. In the Costa Rica market, I achieved brand recognition in a record time (1.5 years). Invited to 3 RFP of mandatory pension managers. Show less

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  Más Fondos | Azimut Group

  Nov 2019 - Apr 2022

  Institutional Sales Director

  I was responsible to create, develop and grow the Azimut Institutional business in Mexico considering mutual fund products (open architecture) and segregated accounts. The following were my main achievements: 1. I developed a solid pipeline of more than 25 prospects and 50+Leads with opportunities represented an annual income of USD 50 thousand. 2. I also developed new products and services, such as mutual fund third-party distribution, coordinating internal tests and producing manuals to provide the service/product efficiently. I signed the first ever third-party distribution contract of Más Fondos.3. I provided support to Azimut’s Luxembourg and New York investment teams in getting closer to Mexican Mandatory Pension Funds (i.e. Afores) Show less

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  Amicorp Fund Services

  Apr 2022 - now

  Sales Director

  I am responsible to create, develop and grow Amicorp fund services business in Mexico using a comprehensive network of Managers, Family Offices, Financial Advisors, Asset Managers, and Afore, establishing direct communication with decision-makers. The following are my main achievements: 1. I developed a solid pipeline of more than 50 prospects and 100+Leads with solid opportunities that could represent an annual income of USD 600 thousand, and AuMs of USD 500 million. 2. I sold the first two fund administration contracts in Mexico (one local and another international), representing an annual income of USD 100 thousand and AuMs of USD 110 million.3. Developed local capabilities to serve alternative funds including private equity, venture capital, real estate, etc. Coordination with different areas and providers for this purpose. Show less