BBVA Global Wealth Advisors joins the international wealth management service that BBVA already offers in Switzerland and Spain.
Tracking the Activities of Global Asset Managers in Latin America
BBVA Global Wealth Advisors joins the international wealth management service that BBVA already offers in Switzerland and Spain.
"Our aim is to be the best financial-services, wealth-management and private banking platform in Latin America," Insigneo's Rodolfo Castilla said.
"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.
"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.
Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.
HSBC Mexico's Christian Lafiandra said staying in close contacts with clients helped boost the firm's AUMs during the pandemic.
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."
Universa Group is a diverse firm controlling Empiricus Research, Vitreo Holding, Money Times and Seu Dinheiro.
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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