Among individuals in Chile, "there is a preference for having money offshore and also for the platform to be offshore," Azimut's Diego Varela said,
BNP Paribas Asset Management seeks to increase its presence in Mexico
June 24, 2022 by
"Mexico is a key market for BNPP AM,” said Paola Zamora, based in Mexico City and recently appointed Customer Relationship Manager for BNP Paribas Asset Management (BNPP AM).
SURA starts offshore operations with new office in Miami
June 23, 2022 by
Inversiones SURA’s new office in Miami plans to serve thousands of clients from all over Latin America, said Pablo Matte Ross.
Shrinking AFP industry and local instability boost Chile’s offshore business
June 23, 2022 by
"Our clients want to maintain a balance between local and international investments," said Compass's Juan Cristóbal Figueroa.
Morgan Stanley adds to Latin American and US Offshore sales team
June 22, 2022 by
Denise Casellas and Jennifer Romero will be responsible for relationship management in Mexico and other markets, focusing on both institutional and intermediary channels.
19 BDRs of ETFs from Global X arrive at the B3
April 20, 2022 by
The ETF BDRs will initially be intended for qualified investors (with more than BRL 1 million invested), but should soon be available for general investors as well.
Peruvian insurer launches local fund line investing overseas
March 22, 2022 by
Fondos Max invest overseas using ETFs of JP Morgan, BlackRock and Vanguard, says Fernando Menéndez, investment manager of Vivir Seguros.
Scotiabank launches wealth advisory to engage with affluent Chileans
March 9, 2022 by
"It’s a 360° approach, which implies a total wealth advisory service, covering financial planning and the best onshore and offshore experience," said Scotia's Ignacio Ruiz-Tagle.
XP and Banco Modal join forces to accelerate disruption in the Brazilian financial industry
January 11, 2022 by
The companies share a common goal of exceeding clients’ expectations and democratizing access to high quality and low-cost financial products and services.
Ecus Capital led by Hubert Porte sells its AGF to concentrate on its institutional distribution business
December 1, 2021 by
Ecus Capital will now focus on distribution of mutual funds and alternative products to institutional investors in Chile, Peru, Colombia and now Mexico,
