LifeTime fund line will be offered to the bank's customers for voluntary pension savings.
Econsult transfers half its funds to Principal AGF
August 17, 2022 by
Following the agreement, the manager retains only two local feeder funds that invest in foreign real-estate assets through Brookfield.
JP Morgan AM widens distribution of its funds in Chile
August 16, 2022 by
Through an alliance with Banco Bci, the manager will intensify its distribution to private-banking clients, says Juan Pablo Soffia Moller, JPAM's Chilean MD.
Franklin Templeton to acquire Alcentra from BNY Mellon
June 22, 2022 by
Franklin's alternative credit specialist, Benefit Street Partners, will expand its capabilities and presence in Europe, doubling its assets under management to USD 77 billion globally.
Itaú puts Goldman brand name on in-house feeder fund
March 30, 2022 by
The Goldman Sachs Global Millennials USD Selection Ações feeder fund will be available through Itaú’s fund of funds platform and is aimed at qualified local investors.
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.
Citi signs sale agreement with Insigneo
December 20, 2021 by
Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.
HMC partners with BlackRock to broaden Andean venture-capital distribution
December 11, 2021 by
"What is coming for the future are strategies more tailored to specific needs or sectors," says HMC's Ricard Morales.
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,
JP Morgan adds to retail reach in Colombia with Skandia launch
November 17, 2021 by
Skandia's voluntary pension multi-fund is making JPM's Global Equity Portfolio available to members of its plan.
