Value Advice's Rodrigo González says the firm targets affluent investors that are not receiving the level of service they deserve.
Vanguard to fly solo in the Andes, end institutional relationship with Compass Group
May 6, 2019 by
At the end of March, the US sponsor handled about USD 3 billion from institutions such as AFPs, AGFs and insurance companies.
Sura retail offering to include locally listed JPM UCITS
January 27, 2019 by
The deal was made possible by JPM's listing of 29 Lux-domiciled funds on the Chilean Stock Exchange, which grants the products public-offering status
Investa to launch independent asset-management unit in 2019
January 26, 2019 by
One of the founders of the new asset management firm is Luis Aliste, ex director of investments for Santander Asset Mgt., The firm will focus intensively on private debt markets.
Ex-Security bigs launch AGF and third-party-fund distributor
January 16, 2019 by
The new firm, known as Singular, will distribute OakTree funds and launch two new ETFs. Luis Fernando Pérez, former head of distribution at Inversiones Security, is among the partners.
Fee shakeup: Peru’s AFP Integra moves to 0% front-end load model
December 19, 2018 by
AFP Integra of Sura Group proposed charging only a management fee of 0.82%, while its competitors continue to charge front-end loads.
Client demand prompts Franklin to launch ETFs in Mexico
November 6, 2018 by
Under the guidance of country manager Hugo Petricioli, Templeton is looking to complement its USD 800 million local-fund business with the launch of ETFs.
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.
Brazilian government fixed-income ETF to be launched by Itaú
October 27, 2018 by
“We believe that this product has a competitive price and can be accessed by individual and institutional investors,” said Itau's Marcelo Fatio. An IPO of at least BRL 300 million is expected in mid-2019.
BlackRock presents its USD 160 billion alternatives platform to Latam market
October 1, 2018 by
During a visit in Santiago, Manuel Gutierrez-Mellado, alternative product strategist at BlackRock, noted that Latam institutionals have a global bias when investing in private capital and credit, and a local bias for infrastructure.
