Mexico, the second most active market behind Brazil, saw a record USD 2.3 billion invested through 88 transactions in 2015, said Cate Ambrose, president and executive director of the Latin American Private Equity and Venture Capital Association.
Ex Citi and Itaú private bankers hook up with WE Family Office
March 17, 2016 by
Manual Cabielles and George Moscoso have joined WE's Miami office as relationship managers, expanding the firm's reach among Latin American families.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2015
March 15, 2016 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of December 31, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2015
March 15, 2016 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending December 31, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
Latin American Pension Fund Investments in Cross-Border Securities – December 2015
March 14, 2016 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2010 through 2015, and as of December 31, 2015.
League Table – Assets Gathered by Latin American Mutual Fund Managers – December 2015
March 10, 2016 by
This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change . Data as of December 31, 2015.
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Santander; Caixa Econômica Federal; Citigroup; HSBC; BTG Pactual; BBVA; Credit Suisse; Safra Asset Mgt.; Votorantim; Banchile; Scotia; Legg Mason; Funcef; Sura; BNP Paribas; Banorte - Ixe; Verde; JP Morgan; Inbursa; Actinver; Fundacao Cesp; Bci; Plural Capital; Sul America Investimentos; Quantitas; BRL Trust; BW; Opportunity; GBM; Vinci Partners; Pátria; Credicorp Capital; Grupo Aval; Morgan Stanley; Oliveira Trust; Icatu; Intrag; Real Grandeza; BancoEstado; LarrainVial; JGP; Rio Bravo; Investimentos; SPX; Pessoas fisicas Fundacao; Principal; Security; Gávea; Alianza; Bice; Banrisul; Porto Seguro; BNY Mellon Asset Mgt.; XP Investor; Vale do Rio Doce Fundacao; Pragma; Fapes Fundacao; Pellegrini; Merrill Lynch; Planner; GPS - CFO; Kinea; Petra; Riviera; Davivienda; Mapfre; Modal; MHFT; Galicia Adm. de Fondos; Brasilprev Seguros; Nafinsa; BNB; Dynamo; Phronesis Investimentos; Interacciones; CorpBanca; Compass; Reliance; Tarpon; Ceres Fundacao; Telos Embratel; Schroders; Finaccess; CBS Fundacao; Valmex; Vector; BBM; Alfa; GAP Prudential; Consenso; Serpros Fundacao; Valores Bancolombia; Integral Investimentos; ICBC Bank; Interfondo; O3; Ibiuna; Banco OB.
Regional Mutual Fund Managers Industry Statistics – December 2015
March 10, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2015.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credicorp Capital; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Old Mutual may put Mexican and Colombian retirement operations on the block
March 7, 2016 by
Old Mutual is said to be considering selling or spinning off its Latin American operations - including its retirement business in Mexico and AFP in Colombia - as part of a global restructuring.
Snowden Lane plucks two more Merrill advisors for budding NRC team
March 7, 2016 by
Snowden Lane Partners' non-resident-client business is staffed almost entirely by ex-Merrill Lynch personnel, as the latter firm has undergone a restructuring.
Fiduciary Trust re-hires Cabanas to boost business development in South Florida
March 7, 2016 by
As part of the firm’s Latin America strategy, Michael Cabanas will work with individuals and families based primarily in Brazil, Colombia and Mexico
