Scotiabank launches wealth advisory to engage with affluent Chileans

"It’s a 360° approach, which implies a total wealth advisory service, covering financial planning and the best onshore and offshore experience," said Scotia's Ignacio Ruiz-Tagle.

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Citi signs sale agreement with Insigneo

Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.

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HSBC Mexico shoots for sophistication in drawing up affluent product offering

HSBC Mexico's Christian Lafiandra said staying in close contacts with clients helped boost the firm's AUMs during the pandemic.

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StepStone’s business responding to retail and institutional demand for alternatives

Luis Perezcano, StepStone’s senior advisor expects to issue another Afore dedicated CERPI and a fifth series of its private-banking product in the short term.

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Santander PB to acquire USD 4.3b Miami wealth biz of Indosuez

"We want to keep growing our business – especially in geographies where we see major commercial potential like the US," said Santander's Víctor Matarranz.

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Wells to exit international wealth business before end of 2021

The decision to leave markets in Asia and Latin America reflects regulatory and other constraints facing Wells in the wake of its fake account scandals that have cost it billions of dollars.

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Julius Baer names UBS Mexico alum to coordinate Latam investment solutions

Polidura will operate from the Zurich offices of Julius Baer, which recently reinforced its activities in Mexico by increasing its global share in NSC Asesores to 70%.

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Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy

"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.

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Andbank bids to be among Argentina’s first licensed global investment advisers

Andorran private bank Andbank, already active in Mexico and Brazil, wants to be operational in Argentina in the first half of 2018, said Carlos Moreno, the firm's head of the Americas.

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New advisory designation marks resumption of private-banking activity in Argentina

While local companies can fit into this category, it is expected that foreign banks that left the country due to lack of legal protections will try to make landfall again in Buenos Aires. To do this they will have to open offices in the country and register as an AAGI.

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