Pablo Valero, Banchile AGF's investment head, said the fund manager is in talks with three global firms, which it will represent in the institutional market. Economist Cristian Schulin-Zeuthen, an ex-BCI executive, will be leading the team.
Excel Capital, Chile’s newest distributor, hits ground running with Aberdeen, Henderson and Aviva Investors as clients
The firm is headed by three executives with years of combined experience dealing exclusively with global asset managers. At Excel, they plan to treat distribution as a core activity and give it the focus and resources necessary to keep the business growing.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – November 2015
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 November 30, 2015.
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.
Esteves arrest could be final nail in coffin of BTG’s Chilean fund distribution business
BTG, already faced with the desertion of three international fund managers over the span of a year, as well as two key executives, will now face scrutiny from its remaining global clients over the corruption-related arrest of its CEO in Brazil.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – October 2015
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 October 31, 2015.
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.
Credicorp looks for passive manager to complete its already diverse offering
Ignacio Montes explained to Fund Pro Latin America the strategy behind working with global firms such as Partners Group, Apax Partners, ICG, Colony Capital, Madison Dearborn Partners, Grosvenor Capital, Candriam, Allianz , TCW, MetWest, and Highland Capital.
Latin America pummelled by Deutsche Bank consolidation
It remanins unclear what will become of Deutsche's custody businesses in Argentina and Mexico, where it serves as custodian for locally-traded instruments such as funds, ETFs and securities.
Highland Capital signs Andean distribution deal with Credicorp
The products of Highland, whose president is James Dondero, will provide AFPs and other institutions an alternative to high-yield funds, with a focus on senior bank loans in the US and floating-rate debt.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – September 2015
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 September 30, 2015.
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.
BTG Pactual’s top two cross-border-fund distributors quit; rumored to set up own firm
The abrupt departures could impact the distribution of brands such as Aberdeen, Aviva, Credit Suisse, Henderson, State Street and Columbia Threadneedle.