Jeff Cullen from Cullen Funds participated in the extensive roadshow, which was organized by Latam-based independent distributor Becon Investment. More than 300 wealth managers and gatekeepers participated.
BlackRock positions equity investment platform for future of active management
April 10, 2017 by
“At the heart of BlackRock is a culture that embraces change and turns it into opportunity,” said CEO Larry Fink. “We are constantly anticipating how macro trends will reshape both our industry and our clients’ needs; we then pivot accordingly."
JP Morgan to build out Latam presence with Mexican and Colombian offices
April 10, 2017 by
The offices add to JPM's asset management operations in Chile and Brazil.
Merrill Lynch trims divisions in executive shakeup
April 9, 2017 by
Don Plaus will lead Merrill Lynch's elite Private Banking & Investment Group, which caters to wealthy clients. He'll also oversee the firm's international business, according to news site On Wall Street.
Natixis: Institutional investors embrace risk in pursuit of better returns and yield
March 24, 2017 by
Natixis's David Giunta notes that institutional investors are "balancing risks and embracing alternatives to traditional 60/40 portfolio construction, but always with an eye on their long-term objectives.”
Actinver Securities opens office in South Florida to tap Latin American market
March 24, 2017 by
Veteran wealth manager Rafael Madan, formerly of Espirito Santo Bank and Wells Fargo Advisors, will manage the new office as executive vice president and branch manager. Mexican-owned Actinver already has US offices in Houston and San Antonio.
UBS names Velez head of Latin America wealth management
March 8, 2017 by
The Swiss bank said Velez would take on the role in addition to his current responsibilities as head of global ultra-high net-worth Latin America, effective immediately.
Santander, Intesa Sanpaolo to sell Allfunds Bank in USD 1.9 billion deal
March 7, 2017 by
"Our role as an investor, together with our partner GIC, will be to support the Allfunds team in accelerating growth, both organically and through select M&A," said Zita Saurel, managing director at PE fund Hellman & Friedman.
Cullen is first global firm to sign on with Becon Investment
February 15, 2017 by
On March 15, Jeff Cullen, managing director of Cullen, is slated to speak at a Becon-sponsored event for local advisors in Montevideo, Uruguay.
Natixis Global Asset Management names new CEO
February 13, 2017 by
Jean Raby has been named CEO of Natixis Global Asset Management, and will be in charge of the asset management, private-banking and private-equity business lines.
