On 17 April 2025, EBC Financial Group took a significant step in its Latin American strategy by participating in iFX EXPO LATAM 2025 in Mexico City. With Mexico’s retail investor penetration still under 10 percent and over 10 million people now using digital financial products, EBC’s entry comes at a pivotal time for financial inclusion and trust in the region. This case study examines how EBC’s approach at the expo and its ongoing initiatives are shaping a more inclusive, resilient financial landscape for emerging markets.
Engaging the LATAM Financial Community
EBC Financial Group joined global thought leaders, fintech innovators, and regional brokers at iFX EXPO LATAM 2025 to explore how Latin America can unlock smarter, more inclusive participation in global markets. The event allowed EBC to engage with a broad spectrum of market participants, from seasoned professionals to new retail entrants, all navigating an increasingly complex financial environment. These interactions provided valuable insights into the needs and challenges of LATAM investors, particularly around trust, access, and education.
Facing Volatility with Strategy and Education
At the expo, David Barrett, CEO of EBC Financial Group (UK) Ltd., participated in the panel "The Ultimate LATAM & Global Market Outlook 2025," addressing the defining factors of regional and international markets: currency volatility, interest rate changes, and geopolitical uncertainty. Barrett stated, “The recent market turbulence reminds us that resilience and adaptability are more crucial than ever. Volatility isn't something to fear - it's something to understand and navigate with discipline. At EBC, we're focused on giving traders the tools and education they need to make confident decisions, even in uncertain conditions.”
Diego Sosa, Country Manager of EBC Financial Group in Mexico, contributed to the panel "E-Trading Outlook 2025: A Bull Run or a Bear Struggle?" by emphasising the importance of disciplined trading and risk management. He explained, “In an environment shaped by volatility and trade tensions between Mexico and the U.S., it's critical for investors to have strategic tools for protection. Using instruments like Contracts for Difference (CFDs) in a disciplined manner allows for agile responses to unexpected changes without falling into reactive decision-making. The key lies in having a well-informed strategy based on macroeconomic analysis and risk management.”
Building Trust Through Local Engagement and Education
EBC’s presence at the expo was marked by in-depth discussions with brokers, fintech developers, educational institutions, and first-time traders. These conversations highlighted the need for tailored education, hands-on workshops, and regionally relevant support. José Manuel Herrera, EBC Financial Group’s Regional Manager for Latin America, summed up the firm’s mission: “Investing isn't just about capital - it's about trust and knowledge. Our role is to help people make more informed decisions and gain access to tools that once felt out of reach. Events like this are an opportunity to listen, learn, and exchange ideas that enrich the financial community.”
EBC’s educational initiatives extend beyond the expo, with seminar series and workshops across Mexico, Colombia, Chile, and Argentina, all designed to bridge knowledge gaps and foster a culture of responsibility among new traders.
Strengthening Trust with Global Standards
EBC’s commitment to responsible trading is reinforced by regulatory oversight from the FCA (UK), ASIC (Australia), CIMA (Cayman Islands), and FSC (Mauritius). This multi-jurisdictional approach provides LATAM investors with confidence in EBC’s transparency, investor protection, and operational integrity.
EBC’s recent trademark registration in Chile further demonstrates its long-term vision for responsible expansion and investor protection in Latin America. The company is committed to local presence, multilingual support, and culturally relevant content as it explores further market entry opportunities in Colombia, Chile, and Argentina.
A New Generation of Traders
EBC Financial Group’s entry into Mexico and active participation at iFX EXPO LATAM 2025 illustrate a holistic approach to building trust and financial inclusion in emerging markets. By prioritising education, responsible trading, and regulatory compliance, EBC is empowering a new generation of traders in Latin America to participate confidently and knowledgeably in global markets.