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.
HSBC Private Bank appoints US head of investment services and product solutions
September 29, 2016 by
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.
BlackRock hires Carlos Takahashi as strategist
September 23, 2016 by
Former CEO of the country’s largest asset manager, BB DTVM, Takahashi will now serve as advisor to BlackRock in Brazil.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – August 2016
September 23, 2016 by
Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of August 31, 2016.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.
PIMCO scores with currency-hedged Brazilian fixed-income fund
September 20, 2016 by
"We decided to offer a fund protected from currency volatility," said Luis Otavio Oliveira, vice president of PIMCO and responsible for business development in Latin America.
Vision Advisors creates business development area, led by Javiera Prado
September 20, 2016 by
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.
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.
