Vontobel is seeking to hire bankers with Mexican client books for its Zurich office by year-end, according to published reports. But it has not ruled out opening a rep office in Mexico.
Vontobel Wealth Management adds staff to target wealthy clients in Mexico and Brazil
May 22, 2019 by
Ex-Principal Chile execs build USD 80 million book advising affluent clients
October 3, 2019 by
Value Advice's Rodrigo González says the firm targets affluent investors that are not receiving the level of service they deserve.
Sura eyes bigger slice of wealth segment in Mexico
February 26, 2018 by
With the idea of competing in the high-net-worth and private-banking segments, Grupo Sura is now seeking an agreement with a local brokerage firm, Pablo Sprenger, Sura's country CEO, said.
Headstrong millennials take financial planning into their own hands
December 13, 2017 by
“As we observe how Americans look at their financial future, younger generations continue to rewrite the rules for the rest of us,” said Aron Levine, head of Merrill Edge
Principal Chile strengthens wealth business and offshore fund lineup
November 21, 2017 by
With Andrés Silva’s appointment as head of Wealth Management and the incorporation of a dozen UCITS funds to its local platform, Principal now covers the HNW segment, i.e. clients with financial assets of over USD 1 million.
World Wealth Report 2017: HNW population and wealth hits new high as ‘BigTech’ encroaches
September 28, 2017 by
More than half of HNWIs (56.2%) say they are open to using BigTech services for wealth management, expecting efficiency, transparency, innovation, and excellent online capabilities, the CapGemini report found.
Bradesco targets Brazilian riches abroad
May 1, 2017 by
Banco Bradesco, Brazil’s second-largest bank by market value, said it will join rivals Banco Itau, BTG Pactual and XP Investimentos and open an office in Miami in July 2017.
Two more ex-Merrill advisors launch independent boutique firm
September 14, 2016 by
The principals of the newly launched Coral Gables-based Maximai Investment Partners were said to run client books worth a combined USD 550 million.
Credit Suisse to shutter Panama private-banking office
May 26, 2016 by
The bank said the closure was unrelated to the recent Panama Papers leak, noting that is remains committed to the region via its presence in Mexico, Brazil and Chile.
UBS names celebrated Citigroup vet as Americas vice chairman
May 18, 2016 by
Ed Montero had spent more than 50 years at Citigroup, most recently holding the position of vice chairman of Citi Private Bank and Wealth Management Latin America.
