Insigneo adds ex-Citi operations expert to spearhead digitalization push

Mariela Arana joined the company as it embarks on a growth strategy with a laser-focused plan on digitalizing operations to provide an enhanced client experience.

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Credit Suisse’s InvestLab platform merged into Allfunds

Closing of the transfer of Credit Suisse InvestLab to Allfunds is expected in Q3 2019. Subsequent transfer of the related distribution agreements by Credit Suisse is expected to be completed in Q1 2020.

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Allfunds sees opportunity in pension and wealth markets across Latam

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.

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China’s Fosun takes control of Brazilian interactive broker Guide Investimentos

Guide will maintain its current activities in wealth management, digital platforms, private and institutional brokerage, financial planning and insurance sales, according to current owner, Banco Indusval.

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Allfunds platform now includes exchange-traded funds of multiple firms

Beginning June 1, clients of the AllFunds platform could purchase not just cross-border mutual funds but also ETFs from iShares, Lyxor, Source and Deutsche.

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Santander, Intesa Sanpaolo to sell Allfunds Bank in USD 1.9 billion deal

"Our role as an investor, together with our partner GIC, will be to support the Allfunds team in accelerating growth, both organically and through select M&A," said Zita Saurel, managing director at PE fund Hellman & Friedman.

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Openfunds billed as new global standard for fund data interchange

"Openfunds," developed jointly by UBS, Credit Suisse, Julius Baer, Fundinfo AG and others, provides a widely accepted standard for efficient fund data transmission, says Michael Partin, Openfunds committee member and CIO of Fundinfo.

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XP Investimentos sees opportunities in broadening its platform with international products

XP's Gustavo Pires said conversations with global managers are ongoing, after having added locally-domiciled feeder funds of JP Morgan, Western Asset, AllianceBernstein and Principal Financial's Claritas unit to its platform.

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Banorte-Ixe: Open architecture a laudable but challenging goal

"The principle that anyone can distribute any fund is laudable," but there must also be clear ground rules, a communication platform between fund managers and distributors, and and effort to improve financial literacy of clients, says Alejandro Aguilar Ceballos, CEO of Operadora de Fondos Banorte-Ixe.

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