Gonzalo Ramírez, formerly with Legg Mason, will head the new office. The relationship with AFPs will stay in the hands of Vision Advisors.
Vanguard names sales executives to Mexican team
January 15, 2018 by
Among the hires was sales consultant Denise Casellas, formerly with Sura Asset Management and Santander Asset Management.
Allfunds sees opportunity in pension and wealth markets across Latam
December 13, 2017 by
Laura González, newly-named head of Allfunds' business in Iberia and Latin America, sees great opportunity in Mexico and Brazil and in onshore wealth management in general.
Prima AFP names Corpancho head of equities
December 6, 2017 by
In his new role, Oscar Corpancho has responsibility over portfolio managers Jorge Morey and Juan de Dios Cárdenas, who are in charge of international-equities analysis and mutual-fund selection.
HMC reinforces real-estate fund team with hire of ex-Itaú-Corpbanca exec
November 21, 2017 by
José Ignacio Uauy said that his aim in joining HMC Capital was to "support the development and expansion of the business of managing real assets in Chile and in the region."
Principal Chile strengthens wealth business and offshore fund lineup
November 21, 2017 by
With Andrés Silva’s appointment as head of Wealth Management and the incorporation of a dozen UCITS funds to its local platform, Principal now covers the HNW segment, i.e. clients with financial assets of over USD 1 million.
Carolina Montiel to head BNY Mellon’s family-wealth investment-advisor group
November 21, 2017 by
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.
BNY Mellon Wealth appoints Alex Ramos as senior wealth director
September 28, 2017 by
Ramos will report to managing director Chris Griffin, and will be responsible for business development efforts in the company’s Greenwich office.
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.
Senior Goldman exec to take reins of Julius Baer’s Latin operations
July 31, 2017 by
Beatriz Sanchez is slated to replace Gustavo Raitzin, who has led the Julius Baer's Latin America effort since 2005, overseeing the firm's expansion in Latin America and broadening the business along a network of currently eight locations.
