XP and Banco Modal join forces to accelerate disruption in the Brazilian financial industry

The companies share a common goal of exceeding clients’ expectations and democratizing access to high quality and low-cost financial products and services.

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Credicorp Capital seals alliance with Tyba for digital fund placement in Peru

The fund manager plans to double its size in the Peruvian mutual fund industry over the next five years.

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Chilean platform Sherpa Wealth exceeding growth plans, negotiating with additional managers

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.

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Credit Suisse to take stake in Brazilian digital broker Modalmais

“This transaction further enhances our ability to serve our clients digitally while getting access to additional client segments in a fast growing environment,” said Credit Suisse's Philipp Wehle.

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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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