We provide personalized financial advisory services through a skilled, passionate team dedicated to transforming your financial experience from a human perspective.
Leon Harari is co-founder of Axxets Wealth Management Mexico since 2010. He is actively involved in asset management, financial planning, wealth advisory, tax advisory, banking relationships, as well as investment management and strategic initiatives of the group. Leon has been in the financial sector since 1994. Prior to founding Axxets, he worked in Mexico for Banque Safdie, a Swiss Private Bank.
Leon has extensive experience in portfolio management and wealth planning for international investors. He was born in Mexico and graduated from the Universidad Iberoamericana with a degree in Public Accounting with a major in Finance and Economics.
Leon Harari also holds leadership roles at Axxets Wealth Management Mexico and Axxets Management Inc. (Bahamas), which are separate legal entities from AXXETS Wealth Management USA LLC. Investment advisory services for U.S. clients are provided exclusively through AXXETS Wealth Management USA LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC).
Benjamin Turquie has been a co-founder of Axxets Wealth Management Mexico since 2010. He is actively involved in financial planning and client relations, as well as investment management and strategic initiatives for the group. Benjamin has been in the financial sector since 2005. He started at Grupo Financiero Monex in 2005 and stayed until 2007. He then worked in Mexico for Banque Safdie, a Swiss Private Bank.
Benjamin has extensive experience in portfolio management and wealth planning for international investors. He was born in Mexico and graduated in 2007 from the Instituto Tecnológico y de Estudios Superiores de Monterrey with a degree in Financial Management.
José Luis leads the firm’s strategic vision, investment policies, and coordination across its wealth management teams in the United States and Latin America.
Born in Venezuela and professionally trained in Miami, he brings more than a decade of experience in the financial services industry. Before joining Axxets, he worked with firms including Merrill Lynch and Banesco USA, and later with FlexFunds Exchange Traded Products, where he gained extensive experience in structuring investment vehicles and collaborating with issuers, financial institutions, and international asset managers.
He holds a Bachelor’s degree in Business Administration with a concentration in Finance from the University of Miami and is a Series 65 license holder. His multicultural background and fluency in both English and Spanish enable him to serve a diverse client base across the United States and Latin America.
His approach combines investment management, wealth planning, and a multigenerational perspective, helping families, entrepreneurs, and business leaders build structures and strategies that extend beyond portfolio management. Rather than focusing solely on investment performance, he helps clients make decisions aligned with their values, purpose, and family legacy.
Outside of work, José Luis believes that a fulfilling life is built on the same principles as a strong investment portfolio: discipline, surrounding yourself with the right people, and enjoying the journey. He enjoys sports, great food, travel, and spending quality time with family and close friends.
Jose Cova is currently serving in a transitional role at Activest Wealth Management LLC. For complete disclosure information, please refer to his Form ADV Part 2B Brochure Supplement.
Daniela Brener is Chief Operating Officer (COO) of Axxets, where she leads joint operations across the group’s three entities: Axxets Wealth Management Mexico, Axxets Management Inc. (Bahamas), and Axxets Wealth Management USA.
Since joining the firm in 2023, Daniela has been instrumental in strengthening Axxets’ institutional foundation, leading strategic initiatives in regulatory compliance, corporate governance, and operational efficiency across the group’s three jurisdictions. Her leadership included the establishment of Axxets Wealth Management USA as a Registered Investment Advisor (RIA) with the SEC, as well as the design of the operational and compliance frameworks that support the group’s growth in the United States, the Bahamas, and Mexico.
An Industrial Engineer who graduated cum laude from Universidad Metropolitana (Caracas), Daniela combines a strong foundation in process and management with deep knowledge of the multi-jurisdictional regulatory framework governing the wealth management industry, including SEC regulations, the Securities Commission of The Bahamas, and Mexico’s CNBV. Her focus is on strengthening Axxets’ operational and compliance infrastructure, ensuring the highest governance standards for the group’s custodian banks, financial advisors, and clients.
Outside the office, Daniela enjoys spending time with her family and maintaining an active lifestyle.
Anthony Ferguson CFA, MCSI, CI Arb, ACFWA, is Chairman of Colina Financial Advisors Limited. (Anthony has over 35 years experience in the financial services industry with a focus on corporate advisory, international management and trading.
Anthony is a Chartered Financial Analyst (CFA) and holds other professional qualifications. Anthony currently sits on several international and local boards of directors based in the Bahamas. Anthony is also a licensed pilot and ship captain.
Elias has been with us since 2016 and is currently responsible for office management, account openings, client services, and providing support to our advisors. He holds a degree in International Business from Tecnológico de Monterrey, where he graduated in 2017.
In 2016, Elias completed an entrepreneurship program at UBC Vancouver, where he graduated with honors.
In his free time, Elias enjoys practicing a variety of sports, including CrossFit, tennis, and skiing. He also enjoys traveling.
Alejandra is responsible for leading the firm’s communication and branding strategy, ensuring consistency, positioning, and alignment across all internal and external channels.
She holds a Bachelor’s degree in Design and Graphic Communication from Universidad La Salle, where she also earned a Master’s degree in Brand Strategy and Innovation, strengthening her expertise in brand positioning, strategic differentiation, and value creation.
Early in her career, she worked at creative agencies and design studios before transitioning to the corporate sector. She has held various roles within the Marketing and Communications departments of companies such as Zurich and Invex, developing a strong background in financial services branding and corporate communications.
Has been part of the financial industry since 2014, combining strategic vision with creative execution to enhance brand reputation and market positioning.
On a personal note, she enjoys practicing Pilates and going for walks, as well as reading and watching series. She especially values the time she spends with her husband and her dog.
Juan Carlos Riera is the Chief Compliance Officer at Axxets, where he leads the organization’s regulatory compliance strategy and management, as well as the strengthening of its regulatory standards. He has more than 25 years of experience in the international financial industry, particularly with companies operating in the wealth management sector.
Throughout his career, he has held senior positions in Compliance, Risk, Operations, and Service Support, working with some of the world’s largest and most recognized brokerage firms and private banks across the United States, Latin America, and Europe.
Juan Carlos earned his Juris Doctor (JD) degree from the School of Law at Universidad Católica Andrés Bello (UCAB) in Caracas, Venezuela. He also completed specialized programs in Management and Securities Law at Instituto de Estudios Superiores de Administración (IESA), as well as studies at the University of Richmond and Thunderbird School of Global Management.
He is a Certified Anti-Money Laundering Specialist (CAMS) and a Certified Professional in Anti-Money Laundering (CP/AML) through the Florida International Banking Association (FIBA). In addition, he holds several professional securities licenses in the United States and is fluent in both Spanish and English.
Outside of his professional career, Juan Carlos enjoys playing golf.
Prescott holds a Bachelor of Laws degree (LLB, Hons) from the University of Newcastle Upon Tyne. He is an admitted attorney in New York State and is certified by the ICA (International Compliance Association).
He has been working in compliance for over 10 year.
Has been with Axxets Wealth Management Mexico since 2022. Previously, he worked at Banorte where he served as Assistant to the General Management of Banorte’s Casa de Bolsa, Debt and Structured Products area and as an Advisor. He holds a degree in Finance from Universidad Iberoamericana. He stands out for being an observant, curious and analytical person.
In his free time he likes to spend time with his dog and catch up on technological advances in different industries, technology startups and read news about innovation.
Responsible for the day-to-day operations and implementation of the firm’s Information Systems strategy.
His background in Systems Engineering from Metropolitan University and an MBA from Babson College underscore his analytical and management skills.
He focuses on portfolio analysis and the generation of investment proposals. His previous experience as an Investment Banking Associate at Barclays in New York has provided him with a solid understanding of global markets.
Juan Xavier holds a BA in Economics from The Wharton School of the University of Pennsylvania and an MBA from Cornell University.
She began her career at KPMG, in the tax area of individuals, later specializing in life insurance, providing tax and estate planning strategies.
She holds a degree in finance and public accounting from Universidad Anahuac. Elisa is responsible for the insurance area, and is also part of the administration team.
In her free time she enjoys practicing yoga and slalom skiing.
Jose combines a strong background in financial planning with entrepreneurship and coaching.
Throughout his career, he has guided families and business owners in making clearer, more informed decisions. His approach integrates the personal dimension with financial strategy, enabling him to translate personal aspirations into structured plans aligned with each client’s purpose.
His experience ranges from investing in family-owned and real estate businesses to holding leadership roles at global firms. He has also supported leaders as a mentor and coach. His academic background in finance, an MBA, and certifications in life planning and ontological coaching reinforce a holistic, people-centered perspective.
On a personal note, he enjoys staying active through exercise, playing soccer, cycling, reading, and spending time with his family.
Financial Advisor since 2019. He previously worked for two years in his family’s real estate company.
Moises studied Industrial Engineering at Universidad Iberoamericana, graduating in 2020.
Monique has a Bachelor of Arts degree from Acadia University. Monique is CAMS certified and has passed the Series 7 and Series 66 securities exams. Monique is bilingual and has worked in financial services for over eight years.
When she is not busy with work, she volunteers at her local church.
AI & Technology Operations Specialist, where she is involved in the management and execution of technology and artificial intelligence (AI) projects, contributing to the development of solutions that strengthen Axxets’ capabilities and operations. She has also worked in product management, bringing a strategic and results-oriented perspective to the implementation of technology initiatives.
Throughout her career, she has gained experience in Product Management through her work on technology and innovation projects, developing a comprehensive perspective on the development, management, and execution of digital products and solutions.
She holds a Bachelor’s degree in Computer Science from Cornell University, where she developed a strong foundation in technology, analytical thinking, and problem-solving.
Sapir enjoys learning new languages through music, an activity that reflects her curiosity about different cultures and her interest in exploring diverse forms of communication.
Ignacio R. Borenszteyn is a Technology Advisor at Axxets, where he oversees the comprehensive management of the technology infrastructure, including systems, networks, connectivity, security, business continuity, and coordination with technology providers.
He has extensive experience as a technology consultant and infrastructure and networking specialist, with expertise in IT strategy and management, network architecture, cybersecurity, cloud computing, VoIP, and technology transformation.
His experience includes working with Registered Investment Advisers (RIAs) on the implementation of IT controls and policies, data retention, preparation of technical evidence, audit support, and compliance with cybersecurity and regulatory requirements. Ignacio holds a Diploma in Computing and Information Systems from the University of Oxford and resides in Miami, Florida.
Outside of his professional career, his great passion is music. He is a drummer with experience in recording and participating in various musical projects. He currently enjoys playing padel and is a football enthusiast.
Bernardo Trejo is an equity and capital markets specialist and a member of the Investment Committee at Axxets Wealth Management México. His responsibilities focus on equity market analysis and the evaluation and selection of stocks, ETFs, and mutual funds. He has extensive experience in fundamental, equity, and credit analysis across various financial institutions in Mexico, covering companies across a broad range of sectors.
Bernardo holds a bachelor’s degree in public accounting and a master’s degree in finance from Universidad Panamericana (UP). He also holds the Certified Investment Management Analyst® (CIMA®) and Financial Modeling & Valuation Analyst (FMVA®) certifications.
evaluating the firm’s credit exposure with a strong emphasis on comprehensive risk management and in-depth corporate fundamental analysis.
He worked at S&P Global Ratings as an Associate in the Financial Services practice in Mexico City, where he was involved in the credit analysis of financial institutions and key market issuers.
He holds a Bachelor’s degree in Financial Management from Instituto Tecnológico Autónomo de México (ITAM). He has passed Level I of the CFA® Program and holds a Diploma in Portfolio Management from the University of Geneva, as well as well as 210 Series from AMIB.
He is fluent in Spanish and English. On a personal level, he is married and a father. He actively participates in Rotary International and, in his free time, enjoys following Formula 1 closely and exploring new culinary experiences.
Daniel, an Alternative Investment Specialist and member of the Investment Committee, plays a key role in the creation, implementation, and monitoring of the group’s alternative investment strategy. This strategy encompasses several areas, including Private Equity, Venture Capital, Real Estate, Private Debt, Infrastructure, Secondaries, Co-investments, Direct Deals, and Hedge Funds.
Daniel contributed to AFORE Coppel, where he played a crucial role in launching the group’s global alternative investment strategy. His experience in the financial sector also includes a period in banking at Citi, totaling 10 years of international experience.
He holds a degree in Management from HES SO in Lausanne. His dedication and knowledge in the field of alternative investments are key assets for the team.
Mauricio Espinosa González serves as Legal Advisor and Multi Family Office Coordinator at Axxets, where he provides legal counsel and coordinates activities and services related to the comprehensive management of clients.
He is a lawyer graduated from the Instituto Tecnológico Autónomo de México (ITAM) and has experience in M&A, Corporate Services, and legal advisory, with a particular focus on corporate transactions and legal structuring.
Originally from Querétaro and currently based in Mexico City, Mauricio combines his legal background with his corporate experience and a client-focused approach to addressing and coordinating the needs of Axxets’ clients.
Outside of his professional career, he enjoys running, an activity he practices as part of his personal life.
Sebastián currently serves as Communications Coordinator, where he develops and executes corporate communication initiatives, as well as content strategies aimed at strengthening the organization’s presence and positioning across its various channels.
He has extensive experience in SEO content creation, website management, social media management, and corporate communications coordination, combining a strategic and creative approach to developing content and messages tailored to different audiences.
He holds a degree in Social Communication, with studies at Universidad Sergio Arboleda and Politécnico Grancolombiano. Throughout his professional career, he has developed expertise in digital and corporate communications, strengthening his ability to align communication strategies with organizational objectives.
He has been with Axxets Wealth Management Mexico since 2020. Previously, he worked for two years at Fibra Hotel.
He has a degree in Finance from Universidad Iberoamericana. In his free time he enjoys working in the community and helping others, he has been a volunteer in community institutions for 8 years and enjoys passing on his knowledge.
Aliza is a trading advisor. She manages, monitors and evaluates investment portfolios. She holds a degree in Economics from the Instituto Tecnológico Autónomo de México (ITAM) and previously worked for four years in consulting, where she focused on client projects in the financial sector.
The main responsibility at the firm is to provide financial advice, manage portfolios, and oversee investments to help clients achieve their financial goals.
In her free time she enjoys reading, cooking and exercising.
She has a degree in industrial engineering from the Universidad Iberoamericana and a master’s degree in finance from the Universidad Anahuac.
She has worked in companies such as Danone, Santander, and a consulting firm called Impulsa, as well as being a teacher of administration and mathematics in middle and high school in several schools. Today she helps them in the administrative part of Axxets Wealth Management Mexico.
In her spare time she enjoys swimming, spinning, spending time with her children and reading.
She holds a Bachelor’s degree in International Relations from Universidad Anáhuac. She brings over ten years of professional experience, having served as an Executive Assistant and Administrative Manager in the construction industry, particularly in public infrastructure projects, as well as a Purchasing Manager for a commercial distribution company.
She currently serves as a Management Administration Analyst, where she oversees all banking transactions and monitors account openings, contributing to the firm’s operational efficiency and administrative organization.
On a personal note, she enjoys spending her free time reading and cooking, as well as sharing time with her family and her dog.
He holds a degree in Chemical Engineering and a Master’s degree in Finance from Universidad Anáhuac.
He began his professional career as a Process Reengineering Consultant at Logística de México, where he participated in projects with financial, organizational, and logistical focus, strengthening his analytical mindset and operational efficiency approach.
He currently serves as an Analyst in the Family Office, where he is responsible for receiving and processing client information, maintaining up-to-date databases and internal systems, and proposing technological improvements aimed at enhancing operational efficiency and process optimization.
With a strong interest in science and technology, he enjoys spending time with his family, friends, and dogs.
In his free time, he likes swimming, drawing, and listening to music.
She holds a Law degree from Universidad Iberoamericana and a Master’s degree in International Law with a specialization in International Economic Law from IE University in Madrid.
She began her professional career in the legal department of El Palacio de Hierro, where she served as a Legal Specialist, providing strategic counsel to the Human Resources, Marketing, and Finance teams, and actively participating in the structuring and review of key corporate initiatives.
She currently serves as Legal Advisor, where her primary responsibility is overseeing the establishment and dissolution of international structures, ensuring regulatory compliance and the effective implementation of legal strategies across global jurisdictions. Her approach combines technical rigor with a practical, risk-mitigation mindset.
On a personal note, she enjoys practicing Pilates, watching series, and traveling. Activities that allow her to balance her professional growth with exploring new cultures and perspectives.
Nicole holds a Law degree from Universidad Anáhuac. She has developed her professional experience at firms such as Christian F. Zinser Cieslik y Asociados, Birma y Guakil, S.C., and Zinser Legal, where she was involved in strategic matters across various areas of law.
Her background includes civil, commercial, and family litigation, as well as trademark portfolio management and the development of legal protection strategies in the field of intellectual property. She also launched her own venture focused on intellectual property, strengthening her strategic perspective and entrepreneurial approach.
On a personal note, she enjoys reading, film, and television series.
Geonelle is a graduate of the University of Southern California, where she earned both a Bachelor of Arts and a Master of Science degree. With over four years of experience in financial services, Geonelle has excelled in navigating complex regulatory landscapes and collaborating with teams across multiple jurisdictions.
Her expertise spans a variety of securities businesses, positioning her as a dynamic professional in the global financial sector.
Dashanique is a highly experienced Certified Public Accountant with over a decade of specialized experience in financial services and regulated entities.
Leading a talented team of individuals across multiple jurisdictions, she is dedicated to upholding the highest standards of integrity and delivering high quality results.
Her dept of knowledge and commitment to excellence make her a valuable asset in the field of accounting.
Hilda facilitates meaningful conversations through coaching and mediation tools, fostering dialogue, trust, and a shared vision. Her approach helps align values, goals, and decisions that shape both the present and the future.
In her work with clients, she encourages thoughtful and intentional decision-making that supports the continuity of the family legacy.
In her free time, spending time in nature and watching a good movie at the theater allow her to recharge and find balance.
Oscar serves as an Investment Committee Analyst, where he actively monitors and analyzes structured instruments within client portfolios, as well as evaluates new issuances across global debt markets.
He also contributes to the assessment of the international macroeconomic environment, developing strategic materials that support the Committee’s investment decision-making process.
He brings experience in the evaluation and monitoring of alternative assets, fixed income, and equities, gained during his time at Afore Sura, where he developed a comprehensive understanding of institutional portfolio construction and management.
Oscar holds a Bachelor’s degree in Finance from the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM).
On a personal note, he enjoys playing tennis and traveling to new destinations, interests that complement his disciplined approach and curiosity about diverse perspectives and cultures.
Moises serves as an Operations Analyst, where he supports the management, monitoring, and evaluation of investment portfolios, contributing to the disciplined oversight of strategies implemented for each client.
He is currently pursuing a Bachelor’s degree in Finance at Universidad Panamericana and has complemented his academic training with international programs such as Leading and Managing Organizations at Northwestern University and Entrepreneurship at Babson College, further strengthening his analytical and entrepreneurial perspective.
He collaborates in portfolio reviews and investment execution, supporting the team in the efficient management of client assets to help them achieve their long-term financial objectives.
On a personal note, he enjoys running, reading, and practicing CrossFit, as well as watching and playing sports such as baseball and soccer.
Mario serves as a Wealth Management Analyst, where he actively contributes to the management, rebalancing, and optimization of investment portfolios, supporting disciplined and strategic asset allocation decisions.
He is currently pursuing a Bachelor’s degree in Quantitative Finance at Universidad Panamericana. He has complemented his academic training with international programs such as Navigating the New Normal at the London School of Economics (LSE), as well as specialized coursework in Excel, Python, finance, and personal development.
On a personal note, he enjoys staying active through sports, reading, learning from others, working with youth in his community, and traveling with his family.
I. Individuals designated with this symbol are employees of Axxets Wealth Management USA LLC (“Axxets”), a registered investment adviser. These individuals act on behalf of Axxets in the ordinary course of its business activities and are subject to the firm’s supervision, compliance policies, and Code of Ethics.
II. Individuals designated with this symbol provide services to Axxets Wealth Management USA LLC pursuant to independent contractor agreements. These individuals are not employees of Axxets; their relationship with the firm is governed by contractual agreements that define the scope of services, compensation, and responsibilities. Axxets requires these contractors to comply with its standards of confidentiality and professionalism, as well as applicable regulatory requirements. However, as independent contractors, their day-to-day activities outside the scope of their engagement are not directly supervised by Axxets.
III. Individuals designated with this symbol are engaged by Axxets Wealth Management México, either as direct employees or as independent contractors of that entity, and provide services in support of Axxets Wealth Management USA LLC (“Axxets”), a registered investment adviser. While these individuals contribute to Axxets’ operations and client service functions, they are not employees, agents, or supervised persons of Axxets under the U.S. Investment Advisers Act of 1940, and their relationship is governed by their contractual engagement with Axxets Wealth Management México. Axxets requires that any services provided by such personnel comply with its standards of confidentiality and professionalism, as well as applicable regulatory requirements.
IV. Individuals designated with this symbol are engaged by Axxets Management Inc. (“Axxets Bahamas”), either as direct employees or as independent contractors of that entity, and provide services in support of Axxets Wealth Management USA LLC (“Axxets”), a registered investment adviser. While these individuals contribute to Axxets’ operations and client service functions, they are not employees, agents, or supervised persons of Axxets under the U.S. Investment Advisers Act of 1940, and their relationship is governed by their contractual engagement with Axxets Management Inc. Axxets requires that any services provided by such personnel comply with its standards of confidentiality and professionalism, as well as applicable regulatory requirements.