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HOW WE HELP

INTEGRATED ASSET MANAGEMENT STRATEGIES

Delivered with an outstanding client service

HOW WE HELP

At Kempton Asset, we specialize in creating tailored asset management solutions designed to navigate complex financial landscapes. Our expert team is committed to fostering financial growth and stability for our clients through personalized strategies and dedicated support. We blend innovative financial techniques with a deep understanding of individual client needs, ensuring a path to financial success that is as unique as you are.

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PORTFOLIO MANAGEMENT

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  • BROAD INVESTMENT SERVICES: EQUITIES, BONDS, ETFS, AND MUTUAL FUNDS.

  • STRONG CURRENCY ACCOUNTS: INCLUDING USD, GBP, EUR, JPY, CHF, HKD.

  • TAX EFFICIENCY & EXPERT ADVICE: STRATEGIC, INFORMED INVESTING.

  • SECURITY & PERSONALIZED SERVICE: DEDICATED ADVISORS AND CONFIDENTIALITY.

  • INTERACTIVE PORTFOLIO SIMULATOR: VISUALIZE POTENTIAL INVESTMENT OUTCOMES.

EDUCATION 

PLANNING

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  • EDUCATION COST ANALYSIS: PREPARE FOR FUTURE UNIVERSITY EXPENSES.

  • US & LATIN AMERICA UNIVERSITY FEES: AWARENESS OF CURRENT AND FUTURE COSTS.

  • ANTICIPATE RISING EXPENSES: PROJECTED INCREASE DUE TO EDUCATIONAL INFLATION.

HEALTH INSURANCE

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  • LOCAL AND INTERNATIONAL COVERAGE OPTIONS: COMPREHENSIVE POLICY SELECTION.

  • UNIFIED POLICY MANAGEMENT: STREAMLINE FINANCIAL AND INSURANCE MANAGEMENT.

  • SUPPORT AND SPECIALIZED ADVICE: ASSISTANCE FOR CLAIMS AND PRODUCT GUIDANCE.

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RETIREMENT 

PLANNING

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  • PERSONALIZED GOAL ACHIEVEMENT: BUYING A DREAM HOME, TRAVELING THE WORLD, FUNDING A CHILD'S EDUCATION.

  • COMPREHENSIVE FINANCIAL STRATEGY: CREATE PLANS FOR YOUR UNIQUE FINANCIAL OBJECTIVES.

  • RETIREMENT CONSIDERATIONS: LIFESTYLE MAINTENANCE, START TIME, SAVINGS AMOUNT, DURATION, INFLATION IMPACT.

  • FLEXIBILITY FOR LIFE'S CHANGES: ADAPTING PLANS TO MEET EVOLVING CIRCUMSTANCES.

PERSONAL INTERNATIONAL BANKING

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  • STRONG CURRENCY ACCOUNTS: OPTIONS IN USD, GBP, EUR, AND AUD.

  • ENHANCED BANKING FEATURES: MOBILE BANKING, 24/7 HELPDESK, OPTIONAL VISA DEBIT CARD.

  • FLEXIBLE MONEY MANAGEMENT: INTERNATIONAL TRANSFERS, UNLIMITED DEPOSITS AND WITHDRAWALS.

  • PEACE OF MIND: PROTECT YOUR SAVINGS AGAINST CURRENCY DEVALUATION.

LIFE

INSURANCE

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  • ACCESS TO LOCAL AND GLOBAL PROVIDERS: DIVERSE INSURANCE POLICIES.

  • INTEGRATED INSURANCE HANDLING: OPTIMIZE EXISTING INSURANCE PLANS.

  • PERSONALIZED SUPPORT AND EXPERTISE: ASSISTANCE AND ADVICE IN THE EVENT OF CLAIMS.

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CLIENT-CENTERED APPROACH AT KEMPTON

At Kempton Asset Management, our dedication to serving our clients' best interests is paramount. We take pride in offering tailored advice and services that align seamlessly with our clients' financial goals. Our team is committed to upholding the highest standards of integrity and transparency in every interaction. By focusing on ethical practices and client satisfaction, we ensure that each investment strategy and solution we provide is meticulously crafted to support our clients' unique aspirations. At Kempton, your financial goals are our foremost priority, guiding every decision and recommendation we make.

NATIONWIDE PRESENCE 

SERVING CLIENTS ALL ACROSS MEXICO

At Kempton, our main office is located in the heart of Mexico City, where we have established a strong foundation of expertise and commitment to excellence. While our roots are here, our reach extends across the entire nation. We are fully equipped to serve clients nationwide, bringing our high-quality services to your doorstep, no matter where you are in Mexico. Discover how we can assist you, whether you're in Mexico City or any other region in the country.

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