UNO AFP expects to receive more than 350,000 workers in its first year of operation and hit USD 30 million in monthly inflows.
Ex-Principal Chile execs build USD 80 million book advising affluent clients
October 3, 2019 by
Value Advice's Rodrigo González says the firm targets affluent investors that are not receiving the level of service they deserve.
Excel Capital plans to launch four funds in the next six months
September 5, 2019 by
Although distribution of foreign firms is their core business, they are also strengthening their AGF.
BlackRock’s alternatives group brings solutions-based approach to Latam market
July 25, 2019 by
With USD 184 billion in alternatives AUM, BlackRock aims to bring a local focus to alternatives offerings in Latin America, positioning itself as a provider of solutions for a growing number of clients, says New York-based Roque Calleja.
AMCS Group to handle AXA’s retail distribution in Argentina/Uruguay and the Andes
July 1, 2019 by
"Partnering with AMCS provides an ideal platform to bring our market-leading, innovative solutions to advisors and investors in these countries," said AXA's Rafael Tovar.
Principal’s Mexican fund management unit raises profile in corporate pension space
July 2, 2019 by
"In countries where Principal is present, we are dedicated to management of resources for retirement and we believe there is a great potential in Mexico,” says the firm's Luis Lozano,
Portfolios of Mexico-based family offices are surprisingly diversified
July 3, 2019 by
Young but ambitious, the 50+ family offices operating in Mexico are stocked with alternatives. Investments in general are divided 50-50 between local and international, says Amexcap's Jaime García.
Vision to create two funds in partnership with Altment
May 28, 2019 by
Vision's Arturo Alegria expressed his enthusiasm for the new funds, which will be offered across institutional sectors, including family offices.
Renta4 to expand its offering of foreign funds and launch AGF
May 27, 2019 by
Renta4, a subsidiary of the Spanish bank of the same name, has begun to diversify its business model, adding fixed-income and high-net-worth services and a third-party fund platform to its equity-brokerage business.
Vontobel Wealth Management adds staff to target wealthy clients in Mexico and Brazil
May 22, 2019 by
Vontobel is seeking to hire bankers with Mexican client books for its Zurich office by year-end, according to published reports. But it has not ruled out opening a rep office in Mexico.
