Cross-Border Business Pulse: US and Latam Offshore fund AUMs fell 11% in 4Q 2018

Cross-border fund AUM in the retail segments of the US (US Offshore), the Caribbean and Latin America fell 11% in the fourth quarter of 2018, based on consortium data provided to Strategic Insight and analyzed by Latin Asset Management.

Julius Baer names UBS Mexico alum to coordinate Latam investment solutions

Polidura will operate from the Zurich offices of Julius Baer, which recently reinforced its activities in Mexico by increasing its global share in NSC Asesores to 70%.

This content is reserved for our licensees.

Log In Register

JPM names Brussa to offshore sales team, covering Texas, San Diego and Arizona

Carlos Brussa has joined the sales team of JP Morgan Asset Management, and will be charged with distributing the manager's UCITS mutual funds and ETFs to wealth management intermediaries, Fund Pro Latin America has confirmed.

This content is reserved for our licensees.

Log In Register

Natixis: Equities accounted for 2/3 of 2018 losses after driving 2017 gains

Moderate-risk portfolios that saw double-digit gains aided by overweight allocations to equities in 2017 suffered grave losses in 2018 due to overexposure to the same asset class, said Natixis's Marina Gross.

This content is reserved for our licensees.

Log In Register

Ex-Security bigs launch AGF and third-party-fund distributor

The new firm, known as Singular, will distribute OakTree funds and launch two new ETFs. Luis Fernando Pérez, former head of distribution at Inversiones Security, is among the partners.

This content is reserved for our licensees.

Log In Register

Natixis fills recently vacated sales post for Colombia, Peru and Panama

Natixis hired Bogotá-based BNP veteran Lucas Pérez, replacing sales manager Daniel Arias Kluge, who moved to Miami to join Pimco. Pérez reports to Jose Luis León.

This content is reserved for our licensees.

Log In Register

Uruguay’s Criteria to distribute Prestige Funds in Southern Cone

The agreement with the UK alts firm responds to what Criteria's William Reekstin views as strong appetite for "investment opportunities in the real economy with low correlation to the public financial markets."

This content is reserved for our licensees.

Log In Register

BlackRock: Global institutions shifting from public to private risk

“As the economic cycle turns, we believe that private markets can help clients navigate this more challenging environment,” said BlackRock's Edwin Conway.

This content is reserved for our licensees.

Log In Register

Wells Fargo: US investors want Fed to halt rate hikes

”Our current outlook is for three additional rate hikes over next year before the Fed ends its current rate hike cycle,” said Wells's Brian Rehling.

This content is reserved for our licensees.

Log In Register

Natixis Outlook: Institutions prepped for increased volatility, end to bull market

 “Our research shows institutional investors are already positioned for the potential market turbulence on the horizon,” said Natixis's David Giunta.

This content is reserved for our licensees.

Log In Register