Invex hires institutional sales veteran Luis Palacio

Palacio had most recently served as commercial director on the institutional side for BNP Paribas Investment Partners in Mexico.

This content is reserved for our licensees.

Log In Register

CCR Monthly Approval Report – September 2017

Eurizon led with three mutual funds registered in the month, all of them domiciled in Luxembourg, followed by PineBridge and UBAM, each with two funds approved.

This content is reserved for our licensees.

Log In Register

Transamerica joins forces with local Mexican manager Akaan

Akaan's chairman and founder, Fernando Quiroz, was formerly CEO and vice-chairman of Citigroup's Institutional Clients Group for Mexico and Latin America.

This content is reserved for our licensees.

Log In Register

Credicorp to unveil Latin American strategies fund

Credicorp's Alejandro Perez-Reyes says the fund will be domiciled in a Latin American country first, with a follow-on UCITS launch possible in the future.

This content is reserved for our licensees.

Log In Register

New advisory designation marks resumption of private-banking activity in Argentina

While local companies can fit into this category, it is expected that foreign banks that left the country due to lack of legal protections will try to make landfall again in Buenos Aires. To do this they will have to open offices in the country and register as an AAGI.

This content is reserved for our licensees.

Log In Register

Brazilian retail investors boosted risk profile in August

The movement reflected these investors’ search for higher returns, especially in medium- and long-term duration investments. In August, the fund industry raised BRL 50 billion (USD 16 billion), up 65% over the previous month.

This content is reserved for our licensees.

Log In Register

BNY Mellon Wealth appoints Alex Ramos as senior wealth director

Ramos will report to managing director Chris Griffin, and will be responsible for business development efforts in the company’s Greenwich office.

This content is reserved for our licensees.

Log In Register

World Wealth Report 2017: HNW population and wealth hits new high as ‘BigTech’ encroaches

More than half of HNWIs (56.2%) say they are open to using BigTech services for wealth management, expecting efficiency, transparency, innovation, and excellent online capabilities, the CapGemini report found.

This content is reserved for our licensees.

Log In Register

Fidelity sees larger – but many fewer – M&A transactions among independent BDs

Fidelity's custody and clearing unit's report examines how M&A is providing independent broker-dealers with an avenue to address market pressures to increase size, productivity and revenue potential.

This content is reserved for our licensees.

Log In Register

China’s Fosun takes control of Brazilian interactive broker Guide Investimentos

Guide will maintain its current activities in wealth management, digital platforms, private and institutional brokerage, financial planning and insurance sales, according to current owner, Banco Indusval.

This content is reserved for our licensees.

Log In Register