Bernus has over 24 years’ experience in private banking; prior to joining Credit Suisse Mexico in 2010, he was director of private banking at Invex Grupo Financiero and regional director of wealth management and specialized advisory services at Banorte.
Morgan Stanley: High-net-worth investors predict positive 2015 on strength of US economy, tech and biotech stocks
January 29, 2015 by
Morgan Stanley Wealth Management’s semi-annual Investor Pulse Poll found that the wealthy see their best opportunities coming from the US, in technology stocks, and in equities in general.
Neuberger Berman opens office in Colombia
January 29, 2015 by
Mauricio Barreto (photo), who spent 11 years as vice-president of Lehman Brothers and, more recently three years at the Colombian-based Acciones y Valores brokerage firm, will be supported by Ana Maria Roa Sarmiento and together they will service the local investment community.
Fund selector Eliza Pepper out at Itaú; no successor officially named
January 20, 2015 by
Most distributors of global fund firms seeking allocations from Itaú have been in contact with Pepper. Her potential replacement is Jeff Lombardi (photo).
Delay in kickoff of independent-worker pension scheme impacts AFP Planvital and BTG
January 20, 2015 by
AFP Planvital is about to become a direct victim of the delay, since it would have benefited from independent workers' new compulsory flows. The situation complicates any potential plan by the AFP's owner - BTG Pactual - to sell the AFP to a third party.
March Gestión hires Lorenzo Parages as head of business development
January 20, 2015 by
March Gestión seeks to expand its business in Germany, Austria, Spain, Italy, Luxembourg and the UK in Europe as well as in Latin America.
Threadneedle to be rebranded as Columbia Threadneedle Investments
January 14, 2015 by
The change, due to come into effect in the first half of 2015, is designed to reflect the increased crossover between Columbia Management and Threadneedle, both of which are owned by Ameriprise Financial.
iShares captured 31% of global ETF industry flows in 2014
January 14, 2015 by
Driven by its US and European product lines, the firm captured 31% of the total USD 331 billon in global exchange-traded-fund (ETF) market flows in 2014.
Azimut acquires 50% of Brazilian wealth manager LFI Investimentos
January 14, 2015 by
Azimut is already present in Brazil via its AZ FuturaInvest advisory operation, which is absorbing LFI, an independent wealth manager founded in 2009.
Nuveen’s Bob Doll releases his much-watched10 predictions 2015
January 14, 2015 by
Doll’s Ten Predictions have long served as thoughtful guides to issues investors should consider as they work with their financial advisors to build strong portfolios.
