Polidura will operate from the Zurich offices of Julius Baer, which recently reinforced its activities in Mexico by increasing its global share in NSC Asesores to 70%.
Julius Baer boosts Brazilian wealth presence with Reliance acquisition
February 10, 2018 by
Julius Baer, which already purchased multi-family office GPS Investimentos in Brazil, has agreed to acquire 95% of Reliance Group, another large independent wealth firm.
Senior Goldman exec to take reins of Julius Baer’s Latin operations
July 31, 2017 by
Beatriz Sanchez is slated to replace Gustavo Raitzin, who has led the Julius Baer's Latin America effort since 2005, overseeing the firm's expansion in Latin America and broadening the business along a network of currently eight locations.
Julius Baer may enter Argentina via investment in TPCG brokerage firm
May 19, 2017 by
Baer, Switzerland's third-biggest private bank behind UBS and Credit Suisse, wants to purchase a roughly 20% stake in TPCG, a brokerage, wealth manager and research provider based in Buenos Aires and with offices in Uruguay as well.
Chilean AFPs showed renewed interest for US equities ahead of of November elections
December 10, 2016 by
AFP exposure to North American equity hit a three-month-high of USD 10.4 billion in October, as managers plowed USD 438 million into the segment. Over the last three months, the SPDR S&P 500 has accumulated USD 1.2 billion in new AFP investment.
UBS, Julius Baer and Pactual ponder Buenos Aires beachhead
November 14, 2016 by
The firms are said to be closely eyeing Argentina's tax amnesty program, which promises to bring back more than USD 15 billion into the country, while bringing billions more out of the shadows.
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.
Openfunds billed as new global standard for fund data interchange
July 14, 2016 by
"Openfunds," developed jointly by UBS, Credit Suisse, Julius Baer, Fundinfo AG and others, provides a widely accepted standard for efficient fund data transmission, says Michael Partin, Openfunds committee member and CIO of Fundinfo.
Chilean AFPs rediscovered global equities in October, to the delight of cross-border managers
December 7, 2015 by
October was a good month for active managers Julius Baer, Deutsche, Schroders, Investec and Robeco, while ETF providers iShares and Vanguard finally caught a break as AFPs finally began taking positions in equity again.
Julius Baer enters Mexico with stake in leading financial advisory
July 27, 2015 by
The partnership with NSC Asesores, Mexico's leading independent financial advisory, gives Julius Baer "access to one of the largest and most promising domestic wealth management markets in Latin America," said Boris F.J. Collardi, CEO of Julius Baer.
