“Our research shows institutional investors are already positioned for the potential market turbulence on the horizon,” said Natixis's David Giunta.
Natixis Outlook: Institutions prepped for increased volatility, end to bull market
January 6, 2019 by
BTG Pactual expects to raise USD 150 million in Latin America with Mobius funds
December 10, 2018 by
The Latin firm is deep into partnership negotiations with two more managers, one European and the other American, BTG's Caio Mantovani, head of third-party distribution in Brazil, told Fund Pro Latin America.
Beyond the bear: BofA Merrill sees record-high earnings for S&P 500 in 2019
December 5, 2018 by
“The current weakness in the markets is not a reflection of poor fundamentals. Rather, it’s caused by a confluence of idiosyncratic shocks,” said BofA Merrill’s Candace Browning.
Envestnet and BlackRock partner to enhance the financial advisor experience
November 28, 2018 by
“As wealth managers shift to fee-based advisory relationships, they are asking for new technologies to help them scale their business and build better portfolios,” said Venu Krishnamurthy, global head of Digital Wealth for BlackRock.
BTG Pactual nails down high-profile distribution deals
November 12, 2018 by
The firm’s third party distribution team, headed by Ignacio Pedrosa, recently annouced trio of deals, with T. Rowe Price, Mobius Capital and Solar Capital Partners.
Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy
November 9, 2018 by
"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.
BlackRock vet joins DWS in senior Latin-American and US-Offshore sales role
October 27, 2018 by
Aiviel Sanchez most recently held the role of offshore relationship manager at BlackRock, where he spent 10 years.
Exposure to sustainable investment rises with affluence levels, says UBS
October 1, 2018 by
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.
MFS adds to its US Offshore wholesaling coverage
August 23, 2018 by
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.
Neuberger’s Global Thematic Equity fund debuts on Pershing
August 4, 2018 by
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.
