Scotiabank launches wealth advisory to engage with affluent Chileans

"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.

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Citi signs sale agreement with Insigneo

Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.

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HSBC Mexico shoots for sophistication in drawing up affluent product offering

HSBC Mexico's Christian Lafiandra said staying in close contacts with clients helped boost the firm's AUMs during the pandemic.

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Excel relationship gives Janus Henderson access to growing Mexican market

Ignacio de la Maza, head of EMEA intermediary and Latam at Janus Henderson believes the Mexican market is "very attractive to any international asset manager."

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BTG Pactual scoops up Universa for USD 132 million

Universa Group is a diverse firm controlling Empiricus Research, Vitreo Holding, Money Times and Seu Dinheiro.

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Natixis survey finds surprising optimism among financial advisors

Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.

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Local advisors witness asset shift abroad amid Chilean unrest

Multi-family offices and the HNW segments of local banks have followed large family offices in moving wealth outside the country, advisors told Fund Pro Latin America.

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Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors

“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.

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Bank of America adds 40 model portfolios to Merrill Lynch Investment advisory program

New investment-manager model portfolios offer clients more choice and flexibility, with guidance from the company’s chief investment office.

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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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