Despite double-digit gains of the local stock market in July, investors dumped balanced and mixed funds and were agnostic on equity vehicles. Flows into short-term funds were strong, however.
Fidelity uncovers what drives millionaires to recommend their advisors
August 23, 2016 by
“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.
BlackRock reinforces Latam management team
August 23, 2016 by
Andrés De Goyeneche was named regional director for Chile, Peru and Uruguay, while Mauricio Perez Lavin was tapped to lead the product division for institutional clients in Chile.
Wealthy see their financial security tied to outcome of US election
August 23, 2016 by
"Across party lines, investors see the economy as the biggest issue in the election, outranking concerns like healthcare, national security and foreign policy," said UBS's Paula Polito.
Nuveen and Artivest team to offer alternatives to HNW intermediaries
August 10, 2016 by
Mike Perry, head of alternative investments for Nuveen, said the firm is committed to helping clients build out this important component of their portfolios.
CCR Monthly Approval Report – July 2016
August 3, 2016 by
Goldman led with three products - two ETFs from its ActiveBeta family and one equity fund, while Vanguard followed with two ETFs and Credit Suisse, Pioneer and BNP completed the list with one fund each.
BRZ Patrimônio is Azimut’s third wealth-management acquisition of 2016
August 3, 2016 by
Azimut CEO Pietro Giuliani said the USD 1.2 million acquisition underscores his firm's commitment to Brazil and its "tireless search for local talent."
UniCredit and Santander terminate talks to merge asset managers
August 3, 2016 by
The planned tie-up using the UniCredit's Pioneer Investments trademark had created uncertainty in Latin America, given Santander's strong brand recognition in Brazil, Mexico, Argentina and Chile.
UBS first to add NextShares active ETFs to advisor platform
August 3, 2016 by
UBS Asset Management Americas also said it will partner with NextShares Solutions to support the development and launch of UBS-sponsored NextShares funds in 2017.
League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – February 2016
July 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 February 29, 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.
