Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy

"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.

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BlackRock vet joins DWS in senior Latin-American and US-Offshore sales role

Aiviel Sanchez most recently held the role of offshore relationship manager at BlackRock, where he spent 10 years.

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Exposure to sustainable investment rises with affluence levels, says UBS

Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.

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MFS adds to its US Offshore wholesaling coverage

Philip Dieffenbacher, currently a regional manager with responsibility for the West Coast and Mexico, will continue in that role while also adding the Southeast to his coverage area.

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Neuberger’s Global Thematic Equity fund debuts on Pershing

The offshore version of this high-conviction fund, managed by Daniel Paduano’s group within Neuberger Berman, has a 28-year track record in the US.

Old Mutual ponders expansion out of Colombia and Mexico

The firm is said to be particularly interested in the Brazilian and Peruvian marketplaces, where life-insurance penetration is relatively low.

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Morgan Stanley jumpstarts Latam Offshore distribution with Arakaki hire

A veteran in Latin American distribution circles, Victor Arakaki got his start in asset management at HSBC Brasil in 2007, where he remained until 2014, when he joined Deutsche Asset Management/DWS.

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Wells Fargo: investors are optimistic but still wary of market volatility

“Investors appear to be sleeping with one eye open," says Erik Davidson, CIO of Wells Fargo Private Bank. "They are optimistic, but they have clear concerns about what factors could impact markets and drive volatility.”

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Financial professionals can earn CFA credits at upcoming Neuberger seminar

BECON Investment Management and Neuberger Berman will host the first-ever series of advisor-focused events in Latin America in which attendees can acquire Chartered Financial Analyst (CFA) continuing-education credits.

Miguel Varas joins Amundi’s Latin American team

The former AFP Provida executive will take on a client segment made up of central banks and sovereign funds, while also working to strengthen already-established distribution ties with regional AFPs.

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