“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital.
Skandia identifies growing interest in investing outside Colombia
May 2, 2024 by
In the wake of the uncertainty created by the pension reform debate, some wealth investors have opted to expand their positions in international equity.
Schroders Capital partners with iCapital to widen access to semi-liquid global private equity strategy
April 30, 2024 by
The new collaboration supports Schroders Capital in meeting increased demand for private market investment opportunities from the wealth management channel.
JP Morgan closes agreement with Calastone in Brazil
November 22, 2023 by
Brazil is one of the largest fund markets in the world and is currently growing in scale. CVM 175 presents an opportunity for Brazilian investors to further diversify their investments, and this connectivity allows JP Morgan Asset Management in Brazil to prepare for the future," said William Brennan, Director of New Markets at Calastone.
Investment management makes strong moves in the Andean region
September 11, 2023 by
Three initiatives are bringing new products to high-net-worth individual investors.
Insigneo reaches USD 20 billion AUM in Latin America
April 20, 2023 by
"Our aim is to be the best financial-services, wealth-management and private banking platform in Latin America," Insigneo's Rodolfo Castilla said.
BTG Pactual opens digital channel for Chilean retail fund distribution
March 13, 2023 by
BTG's Raimundo Illanes believes that Mercados en Línea is the ideal channel for foreign managers to offer their products to Chilean end consumers on a mass scale.
XP and Banco Modal join forces to accelerate disruption in the Brazilian financial industry
January 11, 2022 by
The companies share a common goal of exceeding clients’ expectations and democratizing access to high quality and low-cost financial products and services.
Credicorp Capital seals alliance with Tyba for digital fund placement in Peru
October 26, 2021 by
The fund manager plans to double its size in the Peruvian mutual fund industry over the next five years.
Chilean platform Sherpa Wealth exceeding growth plans, negotiating with additional managers
August 4, 2021 by
Two years after its creation, the firm already has 80 independent financial advisors as associates and has closed agreements with some 20 local fund providers.
