Survey finds that family offices in Chile invest nearly half of assets offshore

Cristián Moreno, partner of Ameris Capital, said that 42% of family offices surveyed want to increase their exposure to foreign assets, 43.5% want to keep their current allocation and only 14.1% want to increase exposure to Chile.

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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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