Under chairman Jay Clayton, the SEC's move to create an alternative to the DOL's fiduciary rule is being welcomed by the broker-dealer community.
M&G strengthens Latin American sales team
May 10, 2018 by
The European manager has fortified its Latin American sales team with the hiring of Madrid-based Ander López Francoy as sales director for the region.
Henriquez passes baton as Insigneo enters new growth phase
April 17, 2018 by
Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.
Old Mutual wholesalers agree to distribute OMGI funds as independent company
April 17, 2018 by
Old Mutual Global Investors' US offshore and Latin American offshore sales team has gone independent, and will continue to offer OMGI funds - and perhaps other brands - via its newly established, Miami-based, third-party distribution firm.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.
BCI AM looks for new alliances with traditional and alternatives managers
April 4, 2018 by
BCI, which already has relationships with Wells Fargo, First Trust and AdamsStreetPartners, has hired ex LarrainVial executive Sebastián Rodas to grow out the third-party institutional business.
State Street embraces new investment paradigm, launches investable indices
April 4, 2018 by
"We’re packaging an active strategy in rules-driven index, where security weights can change dynamically as relevant factors and big data indicators evolve," said Will Kinlaw of State Street Global Exchange.
Becon adds to sales team with new hire
March 21, 2018 by
Cristobal Garcia Colombo is the latest addition for the independent fund distributor. He will work from the firm's main office in Buenos Aires.
Natixis: Institutions added alternative investments to counter surge in volatility
March 20, 2018 by
“The sudden return of market volatility is a healthy reminder that it’s important to take a consistent approach to portfolio diversification,” said David Giunta, CEO for the US and Canada at Natixis.
MFS appoints Chile and Peru sales head
March 19, 2018 by
Perez Iturraspe will oversee all sales and client-service operations in the two countries effective immediately. He has relocated from Buenos Aires to Santiago and will report to L. José Corena, managing director for the Americas.
