Bancomer UHN is the first office of its kind in Mexico and the world, combining products and services for family offices and high net-worth investors, with the backing of a global bank. This year Bancomer will open similar offices in the Mexican cities of Monterrey and Guadalajara.
BNP Paribas names new sales manager for Mexican institutional clients
August 1, 2014 by
After almost six years leading the institutional sales team at Compass Group in Mexico, in June Palacio took over responsibility for identifying the needs of the institutional clients of BNP Paribas Investment Partners and designing tailor-made investment solutions.
JP Morgan institutional head charts diversification strategy by country and client
August 1, 2014 by
Juan Pablo Soffia told Fund Pro Latin America that the firm seeks to replicate its results with Chilean pension funds in Peru and Colombia, while also expanding the client base to other institutions, such as mutual fund managers and private banks in the three countries.
CCR Monthly Approval Report – July 2014
August 1, 2014 by
Of the 15 products approved, 10 are equity funds, three high yield bond funds, one commodity fund, and one real estate fund. Oddo, a French asset manager, made its first appearence with four products.
XP Investimentos buys Internet brokerage Clear
August 1, 2014 by
The holding company of XP Investimentos announced the acquisition of the Internet brokerage Clear in a transaction estimated at BRL 90 million.
Luciana Rodrigues takes over capital-markets area at Previ
August 1, 2014 by
The capital market area has been responsible, among other activities, for the process of foreign investment initiated by the pension fund this year.
Legg Mason announces deal for Martin Currie
August 1, 2014 by
The addition of Martin Currie is designed to expand Legg Mason’s capabilities in active equities, with the inclusion of the firm’s global equity, global emerging markets, Asian equity, European equity, Japan and China equity funds.
Deutsche A&WM hires Wilczewski to lead institutional coverage in the Americas
July 28, 2014 by
Wilczewski will focus on serving institutional investors, overseeing client coverage and distribution in the Americas. He was most recently head of advisory solutions at AON Hewitt.
Fitch affirms ARX Investimentos rating at highest standards
July 28, 2014 by
ARX's 'Highest Standards' ratings reflects Fitch's opinion that the company's investment platform and operating framework are superior relative to the standards applied by institutional investors in international markets.
JPM EMD chief sees high-yield sovereigns beating investment grade
July 28, 2014 by
One of the favorite asset classes of JP Morgan's Pierre-Yves Bareau (photo) is Brazilian inflation-linked bonds, which he said are benefiting from high real rates while breakevens are very low.
