Ex-Principal Chile execs build USD 80 million book advising affluent clients

Value Advice's Rodrigo González says the firm targets affluent investors that are not receiving the level of service they deserve.

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Insigneo adds ex-Citi operations expert to spearhead digitalization push

Mariela Arana joined the company as it embarks on a growth strategy with a laser-focused plan on digitalizing operations to provide an enhanced client experience.

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Inteligo unit Certia makes strong play for affluent accounts in Peru

David Domingo, manager of Certia, says third-party products with an international focus are part of the solutions platform the firm makes available to mass-affluent Peruvians.

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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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Exposure to sustainable investment rises with affluence levels, says UBS

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.

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In welcome move, SEC offers alternative to DOL’s fiduciary rule

Under chairman Jay Clayton, the SEC's move to create an alternative to the DOL's fiduciary rule is being welcomed by the broker-dealer community.

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What does Argentina’s Capital Markets Law mean for asset management? A local attorney provides guideposts

Dr. Pablo I. Godoy, an associate with the prestigious Argentine law firm Estudio Beccar Varela, highlights the most important points of the new law and connects them with the recent regulatory modifications introduced by the Argentine Securities and Exchange Commission (CNV).

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Henriquez passes baton as Insigneo enters new growth phase

Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.

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Old Mutual wholesalers agree to distribute OMGI funds as independent company

Old Mutual Global Investors' US offshore and Latin American offshore sales team has gone independent, and will continue to offer OMGI funds - and perhaps other brands - via its newly established, Miami-based, third-party distribution firm.

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