Philip Dieffenbacher, currently a regional manager with responsibility for the West Coast and Mexico, will continue in that role while also adding the Southeast to his coverage area.
Private-debt specialist Sartor AGF goes out in search of foreign clients
August 15, 2018 by
Alfredo Harz, general manager of Sartor AGF, sees an opportunity in offering alternatives strategies - particularly funds linked to private financing - to local and international investors.
Old Mutual ponders expansion out of Colombia and Mexico
August 1, 2018 by
The firm is said to be particularly interested in the Brazilian and Peruvian marketplaces, where life-insurance penetration is relatively low.
Transamerica’s Mexican unit builds out product platform
August 1, 2018 by
Akaan Transamerica wants to take on the big players in the Mexican market, not only in wealth management, but also fund management, brokerage and insurance.
With Santibáñez hire, Security moves to distribute international brands
July 31, 2018 by
While Security already has a distribution alliance with Oaktree Capital Mgt., the hiring away of Enrique Santibáñez from Bice was seen as a major step in fully developing this line of business.
Vanguard to enter mutual-fund market in Mexico
July 30, 2018 by
While ETFs will still be its main offering, Vanguard Investments Mexico is ready to take on the mutual fund business in the country through subadvisory and directly with the Afores as soon as regulations allow.
Redeemable funds in Chile have gathered USD 5.2 billion in AUM
July 29, 2018 by
Luis Alberto Letelier, president of the ACAFI, says redeemable funds - which increasingly invest in funds of global managers - have opened a great tax-efficient opportunity for affluent Chilean investors.
Ardian hires Compass exec to head its new Chilean distribution office
July 14, 2018 by
Nicolas Gazitua, who spent the last seven years in a sales role at Compass Group, will lead the alternatives manager's Santiago-based team, in coordination with NY co-heads Mark Benedetti and Vladimir Colas.
Amundi strengthens focus on Latin American institutional asset gathering
June 20, 2018 by
After its merger with Pioneer, Amundi has decided to attack the Latin American institutional market from Santiago and Mexico, leveraging the experience of Silvia Fernández, who led Pioneer's distribution area in Andean markets.
EuroAmerica turns over fund-management and insurance business to Zurich for USD 155 million
May 10, 2018 by
According to Fund Pro Latin America, the deal will boost Zurich’s mutual fund business in Chile to well over USD 1 billion, by adding EuroAmerica AGF's USD 938 million in AUM to its current AUM of USD 363 million.
