The deal marks Insigneo’s third major transaction since 2022 and add over USD 4 billion in AUM.
Insigneo expands Latam footprint with acquisition of VectorGlobal client accounts
October 21, 2025 by
Julius Baer to sell its domestic Brazilian business to BTG Pactual
January 7, 2025 by
Julius Baer will continue to service Brazilian clients from other locations. It has a presence in Mexico, Chile, Uruguay, Colombia, and Spain. As such, the Brazil International business remains unaffected.
Tempus focuses on wealth and private bank segments
November 20, 2024 by
Offices in Argentina and Uruguay join the operation already established in Chile.
Alpine Capital is seeing green shoots in Chile’s alternatives business
August 23, 2024 by
Higher limits for pension fund investment in this asset class is one of the key factors for industry optimism. “A more stable economy and policy leads to more investment, especially in alternative assets”, said Daniel Mueller, partner at Alpine Capital.
Skandia identifies growing interest in investing outside Colombia
May 2, 2024 by
In the wake of the uncertainty created by the pension reform debate, some wealth investors have opted to expand their positions in international equity.
BBVA opens an investment advisory office in Miami to serve high net worth Latin American clients
March 18, 2024 by
BBVA Global Wealth Advisors joins the international wealth management service that BBVA already offers in Switzerland and Spain.
BanBif: retail wealth that left Peru could remain abroad
October 13, 2022 by
"At the individual level alone, savings of around USD 8 billion have left Peru,” Roberto Montero, manager of BanBif's wealth banking division, told Fund Pro Latin America.
Citi signs sale agreement with Insigneo
December 20, 2021 by
Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.
Chilean platform Sherpa Wealth exceeding growth plans, negotiating with additional managers
August 4, 2021 by
Two years after its creation, the firm already has 80 independent financial advisors as associates and has closed agreements with some 20 local fund providers.
Local advisors witness asset shift abroad amid Chilean unrest
February 5, 2020 by
Multi-family offices and the HNW segments of local banks have followed large family offices in moving wealth outside the country, advisors told Fund Pro Latin America.
