Sasha Evers, who leads BNY Mellon IM's Latin business from Madrid, says the firm will maintain its current team size in Santiago, Chile, while pursuing a strategy of organic growth.
UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement
July 31, 2017 by
UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."
Latin American Pension Fund Investments in Cross-Border Securities – May 2017
July 25, 2017 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2012 through 2016, and as of May 31, 2017.
BTG Pactual to distribute funds of Fraga-led Gávea Investimentos
July 25, 2017 by
Ignacio Pedrosa, BTG Pactual's manager for third-party distribution, said Gávea had exceptional managers with a combination of political and business experience very difficult to find.
BTG Pactual adds Indian expert to third-party fund platform
July 6, 2017 by
BTG plans to distribute the UCITS funds to institutional clients across Latin America, according to Ignacio Pedrosa, head of third-party distribution at Pactual.
Third-party distributor Becon Investment adds Neuberger Berman to lineup
June 27, 2017 by
“We are looking forward to presenting the Neuberger Berman platform to our clients and are proud to represent and expand the firm’s presence in Latin America," said Becon's Fred Bates.
Amundi-Pioneer merger set to close on July 3
June 27, 2017 by
Amundi CEO, Yves Perrier, said: “The acquisition of Pioneer is a major step in the implementation of Amundi's strategy. It enables us to consolidate our position as European leader while enhancing the range of products and services offered to our clients."
Latin American Pension Fund Investments in Cross-Border Securities – April 2017
June 26, 2017 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2012 through 2016, and as of April 30, 2017.
BlackRock: Americans sitting less on cash in order to fund retirement
June 12, 2017 by
“Americans are showing an increased willingness to invest and save for the future,” said BlackRock president Rob Kapito, commenting on a study showing that cash now totals 58% of Americans’ assets, down from 67% in late 2016.
Allfunds platform now includes exchange-traded funds of multiple firms
June 5, 2017 by
Beginning June 1, clients of the AllFunds platform could purchase not just cross-border mutual funds but also ETFs from iShares, Lyxor, Source and Deutsche.
