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.
Morgan Stanley opens third Miami office dedicated to Latin American wealth management
June 23, 2016 by
James Jesse, head of International Wealth Management, said he considers the "meeting the offshore-wealth-management needs of Latin American clients" to be a significant growth opportunity. Most of the 22 advisors at the new office are former Credit Suisse employees.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – May 2016
June 23, 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 May 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.
Scotia Wealth one of Mexico’s biggest promoters of third-party distribution
June 12, 2016 by
With its new brand Scotia Wealth Management, the Canadian firm manages (USD 9 billion) in Mexico, of which 7% is invested in third-party funds such as Compass Group and Black Rock.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – April 2016
May 20, 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 April 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;
Principal launches international fund platform in Chile
May 9, 2016 by
María Eugenia Norambuena told Fund Pro Latin America that Principal is leveraging in Chile its unique worldwide business model, which is based on a multi-boutique strategy and powered by wholly-owned affiliated companies, such as Spectrum Asset Management.
Credit Suisse adds several UBS wealth managers to Mexico-based team
May 2, 2016 by
Under CEO Tidjane Thiam, Credit Suisse's new strategy is centered on the expansion of wealth management operations in emerging markets, including Mexico and Brazil.
General Atlantic to increase stake in Brazil’s XP Investimentos to 49%
April 22, 2016 by
The brokerage firm and fund distributor is growing not only in Brazil but also in the US, where it will probably double headcount this year to about 90 people, with half in Miami and the other half in New York, says CEO Guilherme Benchimol.
