Morgan said that clients with less than the USD 500,000 minimum will be serviced through an international call center, beginning in January 2016.
Quilvest latest entrant into booming Chilean multi-family office business
August 16, 2015 by
The global firm hired two former Credit Suisse executives, Javier Mendicute and Andrea Cuomo, to launch the new venture in Chile.
Morgan Stanley hires ex-RBC director to run its Coral Gables office
August 16, 2015 by
Seigal was hired to help grow the group's offshore platform and is taking over from José Salazar. He will work alongside Kevin McCarty, Morgan Stanley's Miami complex manager.
Merrill sets USD 2.5 million as minimum for new Latin accounts
August 16, 2015 by
Investors residing in some countries - including Venezuela and Argentina - will need to have at least USD 5 million to open an account.
Goldman Sachs looks for growth in private-client segment in Chile
August 6, 2015 by
The manager is expected to close distribution agreements with a handful of local private banks by the end of the year.
Julius Baer enters Mexico with stake in leading financial advisory
July 27, 2015 by
The partnership with NSC Asesores, Mexico's leading independent financial advisory, gives Julius Baer "access to one of the largest and most promising domestic wealth management markets in Latin America," said Boris F.J. Collardi, CEO of Julius Baer.
Santander Mexico seeks to profit from investor focus on value-added offerings
June 11, 2015 by
Santander Asset Management believes that new mutual fund regulations being drawn up in Mexico will help convert what is now a commodity-based industry to one that rewards managers and distributors that add value.
Deutsche adds star ex-JP Morgan private banker to Miami UHNW team
June 11, 2015 by
Deutsche AWM announced that Oti Roberts joined the private bank as a managing director and senior private banker, along with senior investment advisor, Freddy Menjivar, and associate banker, Scott Shuffield.
Warburg-backed Guide Investimentos buys wealth management business of Simplific Pavarini
June 4, 2015 by
This latest in a string of acquisitions involves 400 clients and USD 160 million in AUM. It was the fifth acquisition for Guide in the last 18 months.
UBS advisors in the Americas can now access Mercer’s global manager research and analytics
May 14, 2015 by
The relationship will provide the investment management research team within UBS Financial Services with access to Mercer's 9,000 manager-research opinions and performance analytics.
