Julius Baer will continue to service Brazilian clients from other locations. It has a presence in Mexico, Chile, Uruguay, Colombia, and Spain. As such, the Brazil International business remains unaffected.
Itaú Private Bank taps Brown Advisory for global expansion
December 20, 2024 by
Fernando Beyruti, Global Head of Itaú Private Bank, highlighted the potential for this partnership to expand their advisory role in international investments. It bridges local wealth with global investment opportunities, setting a new standard for private banking in Brazil.
Tempus focuses on wealth and private bank segments
November 20, 2024 by
Offices in Argentina and Uruguay join the operation already established in Chile.
Skandia identifies growing interest in investing outside Colombia
May 2, 2024 by
In the wake of the uncertainty created by the pension reform debate, some wealth investors have opted to expand their positions in international equity.
BBVA opens an investment advisory office in Miami to serve high net worth Latin American clients
March 18, 2024 by
BBVA Global Wealth Advisors joins the international wealth management service that BBVA already offers in Switzerland and Spain.
Investment management makes strong moves in the Andean region
September 11, 2023 by
Three initiatives are bringing new products to high-net-worth individual investors.
Insigneo reaches USD 20 billion AUM in Latin America
April 20, 2023 by
"Our aim is to be the best financial-services, wealth-management and private banking platform in Latin America," Insigneo's Rodolfo Castilla said.
BanBif: retail wealth that left Peru could remain abroad
October 13, 2022 by
"At the individual level alone, savings of around USD 8 billion have left Peru,” Roberto Montero, manager of BanBif's wealth banking division, told Fund Pro Latin America.
Scotiabank launches wealth advisory to engage with affluent Chileans
March 9, 2022 by
"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.
Citi signs sale agreement with Insigneo
December 20, 2021 by
Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.
