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League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – April 2017

May 15, 2017 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of April 30, 2017.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Itaú digs claws into Brazilian “un-bank” XP Investimentos, buying 49.9% for USD 2 billion

May 12, 2017 by

The online broker has amassed 410,000 end clients via a network of 2,000 independent agents, and has tried to appeal to investors seeking an alternative to banks. XP has become an important channel for independent asset managers, who are unable to get onto the platforms of large banking entities.

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Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , ,

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – March 2017

April 20, 2017 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of March 31, 2017.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Becon and Cullen complete joint Southern Cone roadshow

April 10, 2017 by

Jeff Cullen from Cullen Funds participated in the extensive roadshow, which was organized by Latam-based independent distributor Becon Investment. More than 300 wealth managers and gatekeepers participated.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , ,

Merrill Lynch trims divisions in executive shakeup

April 9, 2017 by

Don Plaus will lead Merrill Lynch's elite Private Banking & Investment Group, which caters to wealthy clients. He'll also oversee the firm's international business, according to news site On Wall Street.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , , , , , , ,

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – February 2017

March 22, 2017 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of February 28, 2017.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Santander, Intesa Sanpaolo to sell Allfunds Bank in USD 1.9 billion deal

March 7, 2017 by

"Our role as an investor, together with our partner GIC, will be to support the Allfunds team in accelerating growth, both organically and through select M&A," said Zita Saurel, managing director at PE fund Hellman & Friedman.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , ,

Cullen is first global firm to sign on with Becon Investment

February 15, 2017 by

On March 15, Jeff Cullen, managing director of Cullen, is slated to speak at a Becon-sponsored event for local advisors in Montevideo, Uruguay.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , ,

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – January 2017

February 15, 2017 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of January 31, 2017.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Banchile looks for new managers and does not rule out regional distribution

February 7, 2017 by

Cristian Schulin-Zeuthen, institutional distribution manager of Banchile Inversiones AGF, said Manulife and Stone Harbour are merely the first two of several new brands that will be brought on in the first half of 2017.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , ,
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