Deutsche AWM announced that Oti Roberts joined the private bank as a managing director and senior private banker, along with senior investment advisor, Freddy Menjivar, and associate banker, Scott Shuffield.
Compass Group relaunches fund management operation, unveils USD 1.4 billion fund lineup
Jaime Martí, partner and country head-Chile at Compass Group, said the manager had recently finished adapting all of its investment vehicles to the new guidelines established by the Unified Fund Law (LUF).
Capital Strategies gathers USD 1 billion in Latam for boutique global managers
From its office in Lima, the firm distributes the funds of several boutique fund managers, mostly to institutional investors, family offices and wealth managers in Chile, Peru and Colombia, said Nicolás Lasarte, director of Capital Strategies Latam.
BBVA Bancomer appoints new CEO in Mexico
The designation of Eduardo Osuna recognizes his long career in the financial group, for which he has worked since 1994 in different divisons, such as corporate & government banking and commercial banking.
Warburg-backed Guide Investimentos buys wealth management business of Simplific Pavarini
This latest in a string of acquisitions involves 400 clients and USD 160 million in AUM. It was the fifth acquisition for Guide in the last 18 months.
Templeton Global Investor Sentiment Survey: Optimism dominates – except among Latin Americans
The study found that Latin American investor sentiment is on the decline, with an 11% drop in optimism, from 93% in 2014 to 82% in 2015. Brazil had the largest decline in investor optimism for reaching their financial goals, with a 19% drop to 71% compared to last year at 90%.
Aberdeen deepens global alternatives presence with purchase of US-based boutique
Aberdeen CEO Martin Gilbert (photo) said the purchase "strengthens further our private-market capability by bringing additional Asian expertise and new US resources." The acquisition enhances its multi-manager coverage of hedge funds, property- and private-market allocations, infrastructure and pan-alternative products.
Matthews Asia closes Pacific Tiger fund to new investors
The fund, which has raised USD 700 million from Latin American institutional investors, has been closed to new investors in order to "preserve the composition of the fund’s portfolio and continue to manage the fund in a manner consistent with its investment objectives," Matthews said.
BlackRock outlines South American product and distribution strategy under new director
In a wide-ranging interview with Fund Pro Latin America, BlackRock's South American head, Javier García Riesco, described the firm's multi-pronged effort to broaden its product base and compete aggressively in all client segments.










