“This transaction further enhances our ability to serve our clients digitally while getting access to additional client segments in a fast growing environment,” said Credit Suisse's Philipp Wehle.
BTG Pactual locks up regional distribution deal with T. Rowe Price, hires new sales head
November 18, 2019 by
The Chilean subsidiary of the giant Brazilian group already has distribution agreements with the firms Evli, Reliance Singapore, Solar Capital Partners, Audax, Mobius Capital and Krane Funds.
Becon lands distribution deal with EFG’s New Capital fund range
November 16, 2019 by
New Capital is the mutual fund arm of EFG Asset Management, a global investment manager with both a Dublin and Luxembourg range of funds.
Habitat swarms Colombia with acquisition of Colfondos
August 19, 2019 by
The Chilean pension giant, which also has a small operation in Peru, is buying the USD 11.5 billion Colombian AFP from Scotiabank and Mercantil Colpatria.
Credit Suisse’s InvestLab platform merged into Allfunds
July 29, 2019 by
Closing of the transfer of Credit Suisse InvestLab to Allfunds is expected in Q3 2019. Subsequent transfer of the related distribution agreements by Credit Suisse is expected to be completed in Q1 2020.
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.
Legg Mason to sub-advise three local funds of Mexican sponsor Actinver
July 3, 2019 by
"We see substantial growth potential in Mexico," said Lars Jensen, Legg Mason's Head of Americas International.
Singular signs distribution alliance with local brokerage Fynsa
February 27, 2019 by
Chilean brokerage firm Fynsa has signed on to sell locally-domiciled ETFs created by Singular, a new asset manager made up of ex-Inversiones Security executives.
BTG Pactual bringing three new cross-border brands to Brazilian clients
May 20, 2019 by
At the BTG Pactual Global Managers Conference, Marcos Pimentel provided details to Fund Pro Latin America about new distribution deals signed with AQR, Pictet and T. Rowe Price.
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
