“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.
Insigneo adds ex-Citi operations expert to spearhead digitalization push
August 19, 2019 by
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.
Credit Suisse’s InvestLab platform merged into Allfunds
July 29, 2019 by
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.
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.
China’s Fosun takes control of Brazilian interactive broker Guide Investimentos
September 18, 2017 by
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.
Allfunds platform now includes exchange-traded funds of multiple firms
June 5, 2017 by
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.
Santander, Intesa Sanpaolo to sell Allfunds Bank in USD 1.9 billion deal
March 7, 2017 by
"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.
Openfunds billed as new global standard for fund data interchange
July 14, 2016 by
"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.
XP Investimentos sees opportunities in broadening its platform with international products
March 6, 2016 by
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.
Banorte-Ixe: Open architecture a laudable but challenging goal
April 17, 2015 by
"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.
