Bruno Stein will be responsible for the commercial areas of the giant bank's retail and high-net-worth (wealth management) segments. He left BlackRock in March 2016 after nearly six years in a pioneering role for the company.
Archives for September 2016
Itaú has pole position for acquisition of Citi’s Brazilian retail banking operation
September 29, 2016 by
Itaú has reportedly outbid Banco Santander in initial offers presented to Citigroup. The Spanish bank is exclusively negotiating on Citi's Argentine operation while Scotiabank is in talks for its Colombian holdings.
Citi Private Bank continues to build out Latin American team
September 29, 2016 by
As newly named head of the Latin American multi-asset trading & advisory team, Nicolas Schmidt-Urzua will be responsible for providing complex trading solutions to the firm’s most sophisticated capital markets clients, including active traders.
HSBC Private Bank appoints US head of investment services and product solutions
September 29, 2016 by
Russell Schofield-Bezer will be responsible for the development and delivery of investment services and offerings to clients, the performance of discretionary and advisory mandates in the region, and the development of new initiatives and product ideas for local distribution.
Four Mexican Afores are preparing international mandates
September 28, 2016 by
XXI Banorte is one of four Mexican Afores actively soliciting RFPs from global managers or planning to do so in the short term. Sergio Méndez, CIO of XXI Banorte, said the Afore will analyze proposals for Asian and US mandates in October, and fund them by the end of the year.
Lombard International opens new office in Miami
September 28, 2016 by
“The Miami office serves as a gateway for us to engage with and educate advisors of the Latin American high-net-worth community,” said Helmer Arizmendy, senior managing director and Latin America region head for Lombard International.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – April 2016
September 27, 2016 by
Includes assets gathered by cross-border fund managers and ETFs sponsors in the Peruvian pension funds market. Also includes monthly inflows / outflows and market share. Data as of April 30, 2016.
Companies mentioned in this report: Shares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; PineBridge; Goldman Sachs; WisdomTree; Federated Investors; Amundi; Wellington; EDM; Santander; Habitat; Prima; Profuturo; Integra.
Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – April 2016
September 27, 2016 by
Excel workbook detailing inflows/outflows of Peruvian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of April 30, 2016.
Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.
Peru – AFP Report Statistics – April 2016
September 26, 2016 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of April 30, 2016.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Amundi; Goldman Sachs; Wellington; Habitat; Prima; Profuturo; Integra.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – April 2016
September 26, 2016 by
Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of April 30, 2016.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
