Advisors could do much more to help wealthy Latin Americans understand more about cross-border funds and foreign exchange risk, according to a Morgan Stanley study. The report sees an opportunity for entrepreneurial advisors willing to service this market.
Ex Citi and Itaú private bankers hook up with WE Family Office
March 17, 2016 by
Manual Cabielles and George Moscoso have joined WE's Miami office as relationship managers, expanding the firm's reach among Latin American families.
HMC nabs ex-PineBridge manager Santiago Arias
March 17, 2016 by
Arias, who will be based in Chile, will help HMC with the rollout of regional equity products.
Euroclear and Mexican stock exchange form venture to facilitate industry-wide fund supermarket
March 17, 2016 by
“Allowing Mexican investors easier access to mutual funds will improve liquidity and develop the local market,” said José Oriol Bosch, the CEO of the BMV stock exchange.
XP Investimentos sees opportunities in broadening its platform with international products
March 6, 2016 by
XP's Gustavo Pires said conversations with global managers are ongoing, after having added locally-domiciled feeder funds of JP Morgan, Western Asset, AllianceBernstein and Principal Financial's Claritas unit to its platform.
HMC expands Andean reach with opening of Bogota office
February 9, 2016 by
Diana Roa, whose resume includes posts in the alternative-investment areas of Colombia-based Alianza Fiduciaria and AFP BBVA Horizonte, will run HMC's newest office.
Old Mutual sells fixed-income group Rogge to Allianz Global Investors
February 9, 2016 by
The transaction would strengthen the fixed-income business of Allianz Global Investors, while giving Rogge Global Partners larger distribution of its products. The transaction, which involved an undisclosed sum, is expected to complete in the second quarter of 2016.
BlackRock loses top executive at Brazilian office
January 28, 2016 by
A replacement has not yet been named for Bruno Stein, who played a key role in getting iShares listed on the local exchange and also pioneered in landing the first Brazilian pension allocations in cross-border funds.
Columbia Threadneedle preps Andean distribution hub in Santiago
November 3, 2015 by
Columbia Threadneedle will have a proprietary distribution presence in Santiago, Chile in early 2016, according to Joseph Sweigart, senior institutional sales director for Latin America for the firm's institutional distribution business.
Columbia Threadneedle teams with institutional heavyweight Rio Bravo in Brazil
October 14, 2015 by
Columbia Threadneedle’s Joseph Sweigart said his firm is teaming with independent manager Rio Bravo Investimentos to launch a Brazilian-domiciled European-equity fund targeting Brazil’s corporate-pension market.
