The tri-national firm had been looking for a passive manager for its distribution business, to complement its roster of traditional and alternatives firms, said Credicorp's Ignacio Montes, regional director of institutional distribution.
First Trust gains access to Chilean investors via alliance with BCI
September 7, 2016 by
“We are focused on building a team worthy of the clients we have the privilege of working with in Chile and across Latin America," said Codie Sanchez-Baker, head of Latin America and US Offshore Distribution at First Trust.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – July 2016
August 25, 2016 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 July 31, 2016.
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.
UBS sees Latam outflows as tax amnesties stimulate redemptions
August 3, 2016 by
Net withdrawals from emerging-market clients amounted to USD 2.4 billion in the second quarter -- much of it from Latin America - said UBS's chief financial officer Kirt Gardner.
BRZ Patrimônio is Azimut’s third wealth-management acquisition of 2016
August 3, 2016 by
Azimut CEO Pietro Giuliani said the USD 1.2 million acquisition underscores his firm's commitment to Brazil and its "tireless search for local talent."
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – June 2016
July 28, 2016 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 June 30, 2016.
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.
Stronger Real spurs selloff of international funds in Brazil
July 25, 2016 by
BB DTVM's major partners are BlackRock, Nordea, JP Morgan and Schroders, who represent more than 70% of total AUM of its international products, said Ricardo Forni, product manager.
Jorge Diaz departs BlackRock to join Compass Group
July 14, 2016 by
Compass is the leader in third-party distribution to institutional clients in the region, with more than USD 12.7 billion raised for the seven international firms: Vanguard, PIMCO, Investec, Eastspring, Nomura, UBS and Wisdom Tree.
BTG Pactual names Pedrosa executive director of international funds area
July 14, 2016 by
Prior to joining BTG Pactual in June 2016, he was the Madrid-based Spanish country head of Tikehau Investment Management, a leading independent boutique with a strong focus on private debt.
Ground shifting rapidly in Chilean distribution landscape
June 23, 2016 by
The institutional-distribution division of BTG Pactual was recently taken over by Danny Aballay, who is tasked with rebuilding the unit after the flight of several of its cross-border clients. His promotion was one of several in the Chilean market.
