Based in Miami, Montiel will report to Ridge Powell, managing director and team leader of the advisory group, and will support the Florida region alongside Managing Director Ray Sidwell and the international team.
Sura loses wealth-team heavy hitter to LarrainVial
August 14, 2017 by
Chile-based Juan Pablo Valdes, who was heading a Sura Asset Management wealth-management team with USD 2 billion in client assets, has joined LarrainVial Asset Management as commercial director.
Compass puts ex-BlackRock pro in charge of Lima office
June 27, 2017 by
Compass has promoted Jorge Díaz to head of its Lima office, after joining the firm a year ago to lead relations with institutional clients in the region. Díaz had worked for seven years at BlackRock in charge of selling iShares in Chile and Peru.
New CIO installed at AFP Integra
June 27, 2017 by
Roberto Melzi, who at one time was head of fixed-income at the Sura-owned pension manager, most recently had broader responsibilities for Sura Investment Management across the region.
With hire of Felipe Cárcamo, BTG Pactual looks to rejoin third-party fund distribution fray
June 12, 2017 by
BTG Pactual, whose third-party-fund distribution business disintegrated in late 2015 following the departure of key executives, appears to be making another go of it.
De la Maza named head of Latin America for merged Janus-Henderson operation
June 5, 2017 by
Steven de Vries will become head of global financial institutions, while Ignacio de la Maza (photo) will be appointed head of continental Europe wholesale & Latin America.
HSBC names Joe Abruzzo head of global private banking for the Americas
May 12, 2017 by
As HSBC’s chief private banking executive in the region, Abruzzo will oversee efforts to advance client service offerings and achieve sustainable growth for the business.
Merrill Lynch trims divisions in executive shakeup
April 9, 2017 by
Don Plaus will lead Merrill Lynch's elite Private Banking & Investment Group, which caters to wealthy clients. He'll also oversee the firm's international business, according to news site On Wall Street.
UBS names Velez head of Latin America wealth management
March 8, 2017 by
The Swiss bank said Velez would take on the role in addition to his current responsibilities as head of global ultra-high net-worth Latin America, effective immediately.
Credicorp lands ex-AFP equity manager to spearhead distribution of SSGA ETFs
March 1, 2017 by
Alberto Menendez had been AFP Provida's head of international equity for more than three years before joining Credicorp to manage State Street ETF distribution to Andean institutions.
