Mogrovejo is the second former CIO of a regional Sura-owned pension fund to join HMC Itajubá in the last 24 months. The first was Daniel Dancourt, previously CIO of Integra in Peru. Together, they managed approximately USD 50 billion in Sura pension AUM.
Franklin Templeton’s ex-country head Heitor de Souza Lima leaves firm
March 26, 2015 by
With the arrival of longtime US-based Templeton sales executive Marcus Vinicius Gonçalves in 2013, Lima went from country manager to sales manager, with responsibilities for the retail distribution area.
BlackRock expands institutional team in Brazil with new hire
March 19, 2015 by
Oliveira was previously part of the investment team of Towers Watson and also the funds of funds area of Banco Alpha de Investimentos. In addition, the executive served on the portfolio management team of Tendência Wealth Management.
Franklin Templeton hires Brazilian fixed income chief
March 11, 2015 by
Rodrigo Borges will serve as Franklin's head of Brazilian fixed income within its regional subsidiary and assume a lead role in managing the Luxembourg-domiciled Franklin Brazil Opportunities Fund.
Fitch appoints Peter Shaw head of Latin America
January 29, 2015 by
Fitch Ratings has announced the appointment of Peter Shaw (photo), managing director, as head of Latin America. Most recently, Shaw was the regional credit officer for Latin America, a position he assumed in December 2010. He previously managed Fitch's Latin American Financial Institutions group.
Iñaki Bernus is the new director of private banking at Credit Suisse
January 29, 2015 by
Bernus has over 24 years’ experience in private banking; prior to joining Credit Suisse Mexico in 2010, he was director of private banking at Invex Grupo Financiero and regional director of wealth management and specialized advisory services at Banorte.
Neuberger Berman opens office in Colombia
January 29, 2015 by
Mauricio Barreto (photo), who spent 11 years as vice-president of Lehman Brothers and, more recently three years at the Colombian-based Acciones y Valores brokerage firm, will be supported by Ana Maria Roa Sarmiento and together they will service the local investment community.
Fund selector Eliza Pepper out at Itaú; no successor officially named
January 20, 2015 by
Most distributors of global fund firms seeking allocations from Itaú have been in contact with Pepper. Her potential replacement is Jeff Lombardi (photo).
March Gestión hires Lorenzo Parages as head of business development
January 20, 2015 by
March Gestión seeks to expand its business in Germany, Austria, Spain, Italy, Luxembourg and the UK in Europe as well as in Latin America.
BTG Pactual appoints new director of wealth management
November 19, 2014 by
BTG Pactual Peru has named Guillermo Van Oordt as the new director of wealth management for its Peru office. The appointment comes months after José Antonio Blanco was appointed as CEO.
