Beatriz Sanchez is slated to replace Gustavo Raitzin, who has led the Julius Baer's Latin America effort since 2005, overseeing the firm's expansion in Latin America and broadening the business along a network of currently eight locations.
CCR Monthly Approval Report – July 2017
July 31, 2017 by
Only three products were added in the month from three different asset managers: HSBC, Macquarie and Kames Capital.
BNY Mellon Latam head sees opportunities in Chile, Uruguay and potentially Mexico
July 31, 2017 by
Sasha Evers, who leads BNY Mellon IM's Latin business from Madrid, says the firm will maintain its current team size in Santiago, Chile, while pursuing a strategy of organic growth.
Brazilian fund industry attracts USD 36 billion in flows in first half
July 31, 2017 by
Affluent investors were behind most of the gains, and they allocated mostly to fixed-income and balanced/mixed funds. Short-term funds were outperforming other savings and investment vehicles in the market, leading to a migration of investors toward these vehicles.
UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement
July 31, 2017 by
UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."
BNP Paribas Brazil makes string of hirings to beef up wealth team
July 19, 2017 by
Rogerio Santos, who has passed through HSBC, Votorantim, BankBoston and Cititbank, was named BNP's commercial superintendent for wealth management. Five other hires were made to beef up the wealth management area.
Central Bank boosts international limit for Peruvian AFPs
July 17, 2017 by
The increase will encourage AFPs to continue to diversify their investments abroad just as they approached the previous limit of 44%.
BTG Pactual adds Indian expert to third-party fund platform
July 6, 2017 by
BTG plans to distribute the UCITS funds to institutional clients across Latin America, according to Ignacio Pedrosa, head of third-party distribution at Pactual.
Rothschild takes another stab at Chilean market
July 3, 2017 by
Edmond de Rothschild, which shuttered its Santiago-based proprietary-distribution office in a couple of years back, now says it will work with Banchile Administradora de Fondos to rejoin the fray.
CCR Monthly Approval Report – June 2017
July 3, 2017 by
UBAM led with four mutual funds registered in the month, three of them bond products, followed by Allianz and Investec, each with one fund approved.
