Morgan Stanley jumpstarts Latam Offshore distribution with Arakaki hire

A veteran in Latin American distribution circles, Victor Arakaki got his start in asset management at HSBC Brasil in 2007, where he remained until 2014, when he joined Deutsche Asset Management/DWS.

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Morgan Stanley: Sustainable investing gains momentum among pension, wealth entities

“The growing sophistication among asset owners about when and how to integrate ESG into the investment process creates opportunities to tailor strategies and provide customized solutions," said Morgan's Rui de Figueiredo.

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Afore Sura funds mandate with Investec for USD 150 million

Luis de la Cerda, investment director, said the Afore was open to granting new mandates and to evaluating options in mutual funds when the time comes.

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Actinver strengthens its dollarized fund portfolio with ActiUS

With the aim of strengthening its portfolio of dollarized options, Actinver launched this March its new ActiUS fund of US stocks, with the advice and expertise of Morgan Stanley Investment Management.

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Afore Sura funds its first international mandate for USD 150 million

Afore Sura has given the green light to its diversification strategy in international investments, funding a global equity mandate valued at USD 150 million. Two more mandates for a total of USD 350 million are awaiting a final go-ahead.

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Morgan Stanley opens third Miami office dedicated to Latin American wealth management

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.

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Miami office of Morgan Stanley hooks trio from UBS

A Coral Gables-based UBS team that oversaw about USD 1 billion in client assets left to join Morgan Stanley in Miami, according to market sources.

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Report: Wealthy Latin Americans could use a lot more help on the advice side

Advisors could do much more to help wealthy Latin Americans understand more about cross-border funds and foreign exchange risk, according to a Morgan Stanley study. The report sees an opportunity for entrepreneurial advisors willing to service this market.

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Morgan Stanley makes play for Credit Suisse’s US offshore team

The early-December announcement ends a month of uncertainty for the Miami and New York-based CS brokers, who were not included in a recruitment arrangement with Wells Fargo that covered US onshore advisors.

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BBVA Bancomer, Morgan Stanley team to launch global multi-strategy fund in Mexico

The new vehicle joins six other international funds on the platform of BBVA Bancomer, which has already signed subadvisory deals with global firms BlackRock, Franklin Templeton and Pioneer Investments.

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