New investment-manager model portfolios offer clients more choice and flexibility, with guidance from the company’s chief investment office.
Bank of America adds 40 model portfolios to Merrill Lynch Investment advisory program
November 16, 2019 by
Felipe Cárcamo leaves fund-distribution role at BTG to join Excel Capital
August 19, 2019 by
Cárcamo's mission will be to expand on Excel Capital's efforts to reach institutional clients, both in the area of traditional mutual funds as well as in alternatives.
From Peru, Capital Strategies plans to introduce global brands to Latam region
January 17, 2020 by
With the recent incorporation of ex-Credicorp Peru executive Christian Laub as partner, the Spanish-based firm plans to expand its operations in Latin America.
Insigneo adds ex-Citi operations expert to spearhead digitalization push
August 19, 2019 by
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%.
