Citi Private Bank continues to build out Latin American team

As newly named head of the Latin American multi-asset trading & advisory team, Nicolas Schmidt-Urzua will be responsible for providing complex trading solutions to the firm’s most sophisticated capital markets clients, including active traders.

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Report: Wealthy Latin Americans could use a lot more help on the advice side

Advisors could do much more to help wealthy Latin Americans understand more about cross-border funds and foreign exchange risk, according to a Morgan Stanley study. The report sees an opportunity for entrepreneurial advisors willing to service this market.

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