Javier Alamillo told Fund Pro Latin America that the Mexican asset manager will launch a new multi-thematic fund after the launch of its latest global ESG product with Robeco.
BBVA plays all angles of open architecture trend in Mexico
July 26, 2021 by
BBVA AM's Jaime Lazaro is very keen on digitizing its offering in Mexico as well as partnering with more third-party distributors with its recently launched global ESG fund.
Consar will soon be in charge of cross-border-fund approvals, replacing the Amafore
June 8, 2021 by
The Amafore’s vice-president, Alvaro Melendez, says he expects the change to occur toward the end of July or beginning of August 2021.
Exposure to sustainable investment rises with affluence levels, says UBS
October 1, 2018 by
Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.
UBS-PwC report: more billionaires in Asia than in US
November 7, 2017 by
"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."
HSBC channels Andean and Central American wealth clients to UBS
September 17, 2017 by
As part of a streamling, HSBC’s Peter Boyles announced that the bank expects up to 40 employees to be offered positions at UBS. Clients will be referred to UBS’s Wealth Management Americas division.
UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement
July 31, 2017 by
UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."
One of Brazil’s last large, independent multi-family offices scooped up by UBS
June 5, 2017 by
Swiss banks including Julius Baer Group and Credit Suisse Group are already well-positioned in Brazil and are wagering on continued expansion of the private-banking industry.
UBS names Velez head of Latin America wealth management
March 8, 2017 by
The Swiss bank said Velez would take on the role in addition to his current responsibilities as head of global ultra-high net-worth Latin America, effective immediately.
UBS report reveals soaring investor optimism overall in early 2017
February 7, 2017 by
"Investors are more willing to move cash off the sidelines and increase investments, while business owners are set to increase capital spending and hiring," said Paula Polito, client strategy officer of UBS Wealth Management Americas.
