As a replacement for Prado in the institutional area, Vision has named an executive that had previously worked for local third-party representative Swiss Advisors.
Archives for September 2016
MFS reorganizes its Latin American sales approach
September 20, 2016 by
MFS has lost two Argentina-based directors, named a Miami-based executive as managing director for the Americas, and ended a third-party distribution relationship with Santiago-based Picton Advisors.
Itaú names Safra fund manager as global CIO for private banking area
September 19, 2016 by
Nicholas McCarthy will be based in Sao Paulo and oversee strategy for asset allocation and the investment-advisory business for wealthy Latin American individuals.
HIG Capital takes aim at Colombian private-equity and alternatives market
September 19, 2016 by
The global private-equity firm has installed Andrés Marulanda, an MIT graduate with nine years' experience in the local private-equity market, in its newly established Bogota office.
Fixed-income and flexible funds drive inflows in August
September 19, 2016 by
The Brazilian mutual fund industry posted net new inflows of BRL 21.1 billion (USD 6.4 billion) in August 2016, bringing total NNI to USD 72 billion in the first eight months of 2016.
Fidelity angles for piece of the Factor ETF action
September 19, 2016 by
While commenting on the launch of six factor ETFs, Anthony Rochte, president of Fidelity's ETF-services division, noted that its USD 250 billion in ETF AUMs represents about 11% of all US-domiciled ETF assets.
League Table – Assets Gathered by Latin American Mutual Fund Managers – June 2016
September 19, 2016 by
This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change . Data as of June 30, 2016.
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Santander; Caixa Econômica Federal; Citigroup; HSBC; BBVA; BTG Pactual; Credit Suisse; J Safra Asset Mgt.; Votorantim; Funcef; BNP Paribas; Legg Mason; Banchile; Sura; Scotia; Banorte – Ixe; Fundacao Cesp; Verde; JP Morgan; Inbursa; Quantitas; Plural Capital; Actinver; BRL Trust; BW; Bci; Sul America Investimentos; Opportunity; Vinci Partners; Pátria; GBM; Grupo Aval; Morgan Stanley; Oliveira Trust ; Icatu; Real Grandeza; Intrag; Credicorp Capital; JGP; Pessoas fisicas Fundacao; LarrainVial; SPX; BancoEstado; Principal; Security; Porto Seguro; Banrisul; Alianza; Gávea; BNY Mellon Asset Mgt.; Vale do Rio Doce Fundacao; Bice; GPS – CFO; Fapes Fundacao; Pragma; Modal; Mapfre; Kinea; Planner; XP Investor; Merrill Lynch; Riviera; MHFT; Davivienda; Rio Bravo Investimentos; Pellegrini; Brasilprev Seguros; BNB; O3; Dynamo; Reliance; Phronesis Investimentos; Petra; Ceres Fundacao; Interacciones; Telos Embratel; CorpBanca; Nafinsa; Compass; Vector; CBS Fundacao; Galicia Adm. de Fondos; Schroders; BBM; Alfa; Consenso; Integral Investimentos; Serpros Fundacao; GAP Prudential; Valmex; Tarpon; Banco Clássico; Kondor; BancoOB; Ibiuna; G5; Valores Bancolombia and Others.
League Table – Assets Gathered by Latin American Pension Fund Managers – June 2016
September 19, 2016 by
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of June 30, 2016.
Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.
Credit Suisse bolsters position in Mexican real-estate segment
September 18, 2016 by
Raul Gallegos, who came to Credit Suisse when GE Capital exited the Mexican market, told Fund Pro Latin America that the latest fund is shooting for institutional investment of USD 500 million by the end of 2016.
Scotia Wealth in Mexico allocates USD 650 million to third parties
September 15, 2016 by
Open architecture allows newly branded Scotia Wealth Management to offer the best solutions to its affluent Mexican clients, said VP Jaime Montemayor.
