• About Us
  • Contact Us
  • Advertising and Partnerships
  • Privacy Policy
  • Terms and Conditions
  • RSS
  • Linkedin
  • Twitter
  • Facebook

Fund Pro Latin America

Tracking the Activities of Global Asset Managers in Latin America

  • Home
  • News and Trends
    • Region
    • Brazil
    • Chile
    • Colombia
    • Mexico
    • Peru
  • Quantitative Analysis
    • Overview
    • Region
    • Brazil
    • Chile
    • Colombia
    • Mexico
    • Peru
  • Research Reports
  • Consulting Practice
    • Custom Consulting
    • Asset Management Workshops
    • Asset Management Industry Surveys
    • Webinars
    • Holdings Reports
    • Private-Label Reports
    • Seminars and Events
  • Site Licenses
    • Subscription Options
    • Subscription Form
    • Trial Subscriptions
    • Our Clients
    • Pay Online
  • December 5, 2025
You are here: Home / Archives for Thomas J. (Jim) Butler III

Two more ex-Merrill advisors launch independent boutique firm

September 14, 2016 by Fund Pro Latin America
Two more ex-Merrill advisors launch independent boutique firm

The principals of the newly launched Coral Gables-based Maximai Investment Partners were said to run client books worth a combined USD 550 million.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: News and Trends, Private, Region Tagged With: Deals, Dynasty Financial Partners, Elizabeth (Lisa) van Walleghem, Financial Advisors, HNWI, MAXIMAI Investment Partners, Merrill Lynch, off shore, Thomas J. (Jim) Butler III, wealth management

Log In

  • Lost your password?

Search News Stories

Newsletter Signup

Email:

Recent Posts

  • CCR Monthly Approval Report – November 2025
  • Mercer and CFA urge for sustainable pension systems
  • Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – June 2025
  • League Table – Assets Gathered by Cross-Border Fund Managers and ETFs Sponsors – Peruvian Pension Funds – June 2025
  • Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – June 2025

© Copyright 2014-2025 | Website by Bower Web Solutions