Fabio Concesi joined Merrill's Lynch’s Strategic Wealth Advisory Group to help clients with USD 10 million or more with their estate planning and other wealth planning.
BofA Merrill: Investors losing confidence and ditching equities
January 21, 2016 by
“Investors are not yet ‘max bearish.' They have yet to accept that we are already well into a normal, cyclical recession/bear market,” says BofA Merrill Lynch's Michael Hartnett.
Natixis boosts marketing team with Santander hire
January 21, 2016 by
The appointment of Natalia García Martín-Andino aims at boosting Natixis’ Iberian and Latin American business.
Latin American Asset-Gathering Strategies 2016: Cross-Border Distribution to High-Net-Worth and Pension Markets
January 19, 2016 by
Latin Asset Management has again teamed with long-time strategic partner Cerulli Associates to publish a report that sizes the market for cross-border funds and ETFs in the Latin American wealth and pension markets.
Excel Capital, Chile’s newest distributor, hits ground running with Aberdeen, Henderson and Aviva Investors as clients
January 13, 2016 by
The firm is headed by three executives with years of combined experience dealing exclusively with global asset managers. At Excel, they plan to treat distribution as a core activity and give it the focus and resources necessary to keep the business growing.
Merrill Lynch installs ex-Fiduciary Trust CEO in Coral Gables office
January 11, 2016 by
Teresa Valdés-Fauli Weintraub left Fiduciary Trust International of the South, an investment-management and private-wealth firm owned by Franklin Templeton, to join Merrill Lynch as a managing director at its Coral Gables office.
BofA Merrill survey: Majority of investors expect three or more US rate hikes in 2016
January 11, 2016 by
“The strong dollar view is writ large across all asset, regional and sector allocations. It will take a very dovish Fed and weak US earnings to reverse the strong dollar view in 2016,” said BofA Merrill's Michael Hartnett.
Nuveen’s Bob Doll predicts tough road for S&P and better year for global stocks
January 11, 2016 by
For more than 25 years, Robert C. Doll’s annual predictions have taken a deep and thorough look at key factors he believes are positioned to meaningfully shape the economy and markets for the coming year. They further lay the foundation for the noteworthy portfolios he and his team run in the Nuveen Large Cap Equity Series.
Latin American Pension Fund Investments in Cross-Border Securities – October 2015
January 5, 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 October 31, 2015.
BlackRock: Cresting of easy-money tide puts strong recovery in doubt
December 18, 2015 by
“We expect little or no price appreciation in fixed income and only muted gains for most equity markets in 2016," said the authors of the outlook from BlackRock.
