Mariela Arana joined the company as it embarks on a growth strategy with a laser-focused plan on digitalizing operations to provide an enhanced client experience.
Newly-formed Chilean AGF Singular nabs 20% investment from Oaktree Capital
August 18, 2019 by
"We are very glad to take this next step in extending our relationship and deepening our commitment to Latin America,” said Howard Marks, co-chairman of Oaktree.
Schroders promotes Binello to head of Latin America
August 16, 2019 by
The executive had been serving as head of offshore sales in Miami. Meanwhile, Schroders also promoted Pablo Albina to a top regional investment role.
Global managers gain access to Latam markets via new Santander FOF launches
July 29, 2019 by
The Spanish firm is launching UCITS FoFs with Amundi, Morgan Stanley, Robeco, JPMorgan and PIMCO. The products will be distributed in Latin America either directly or via locally domiciled feeders.
Natixis survey finds “disconnect” between investors’ return expectations and tolerance for risk
July 29, 2019 by
“Last year’s market volatility was a strong reminder of the importance of professional advice in helping to build diversified portfolios," said David Giunta, CEO for the US and Canada at Natixis Investment Managers.
Cross-Border Business Pulse: US and Latam Offshore fund AUMs fell 11% in 4Q 2018
April 10, 2019 by
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
April 7, 2019 by
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%.
PGIM Real Estate global outlook: Striking the right portfolio balance late in the cycle
July 29, 2019 by
“The challenge for investors in the current environment is striking the right balance between taking on risk to capitalize on late-cycle growth opportunities and investing in strategies that offer greater downside protection,” said PGIM's Peter Hayes.
Wells Fargo/Gallup study: Investor optimism fell 18 points from a year ago
July 26, 2019 by
"While we do not see a recession in the near term, in many ways we are still recovering from the last one — which left a deep scar on many investors," says Wells Fargo's Tracie McMillion.
BlackRock’s alternatives group brings solutions-based approach to Latam market
July 25, 2019 by
With USD 184 billion in alternatives AUM, BlackRock aims to bring a local focus to alternatives offerings in Latin America, positioning itself as a provider of solutions for a growing number of clients, says New York-based Roque Calleja.
