Two years after its creation, the firm already has 80 independent financial advisors as associates and has closed agreements with some 20 local fund providers.
Chilean platform Sherpa Wealth exceeding growth plans, negotiating with additional managers
August 4, 2021 by
Portfolios of Mexico-based family offices are surprisingly diversified
July 3, 2019 by
Young but ambitious, the 50+ family offices operating in Mexico are stocked with alternatives. Investments in general are divided 50-50 between local and international, says Amexcap's Jaime García.
Renta4 to expand its offering of foreign funds and launch AGF
May 27, 2019 by
Renta4, a subsidiary of the Spanish bank of the same name, has begun to diversify its business model, adding fixed-income and high-net-worth services and a third-party fund platform to its equity-brokerage business.
Vontobel Wealth Management adds staff to target wealthy clients in Mexico and Brazil
May 22, 2019 by
Vontobel is seeking to hire bankers with Mexican client books for its Zurich office by year-end, according to published reports. But it has not ruled out opening a rep office in Mexico.
Principal Chile makes play for wealthy clients
July 17, 2017 by
The new wealth management office, headed by ex-Larrain executive Andrés Silva, will target clients with liquid net worth between USD 1 million and USD 50 million.
