On March 15, Jeff Cullen, managing director of Cullen, is slated to speak at a Becon-sponsored event for local advisors in Montevideo, Uruguay.
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.
AXA beefs up staffing for Americas offshore business
October 1, 2015 by
The firm hired Rafael Tovar (photo) as director of US offshore distribution and transferred from Spain Leticia Aymerich, naming her head of customer service for the Americas region. Both are based in Greenwich, Connecticut.
Henderson appoints new US offshore sales manager for Miami
August 6, 2015 by
Maria Eugenia Córdova joins Henderson after spending roughly two years each in sales posts at Aberdeen Asset Management and Franklin Templeton in South Florida.
Peruvian AFP Investments in Cross-border Securities – November 2013
December 17, 2013 by
Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of September 30, 2013.
Companies mentioned in this report: Aberdeen; Allianz - Dresdner; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; Van Eck; Vanguard ; WestLB; Habitat; Integra; Prima; Profuturo
Peruvian AFP Investments in International Mutual Funds – June 2013
July 12, 2013 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of June 30, 2013.
Peruvian AFP Investments in International Mutual Funds – July 2013
August 14, 2013 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of July 31, 2013.
Peruvian AFP Investments in International Mutual Funds – September 2013
October 22, 2013 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of September 30, 2013.
Peruvian AFP Investments in International Mutual Funds – August 2013
September 17, 2013 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of August 31, 2013.
