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.
Vontobel Wealth Management adds staff to target wealthy clients in Mexico and Brazil
May 22, 2019 by
Northern Trust: Transparency standards for alternatives industry fall short of investor expectations
October 24, 2017 by
"Transparency has surged in importance since the 2008 financial crisis, but industry best practices lag demand,” said Penelope Biggs, chief strategy officer, corporate and institutional services at Northern Trust.
Credit Suisse offers gamut of third-party onshore and offshore funds to its Mexican clients
June 5, 2017 by
Credit Suisse Mexico's Nicolas Troillet says he finds the local-fund offering lacking in variety and said the private bank will offer clients both onshore and offshore solutions to meet their diversification needs.
Lombard partners with Akaan to package solutions for Mexican HNWIs
June 5, 2017 by
Based in Mexico City, the new company will create and distribute wealth-structuring solutions using unit-linked life assurance to HNW individuals and families in Mexico, as well as Mexicans residing outside the country.
Lombard International opens new office in Miami
September 28, 2016 by
“The Miami office serves as a gateway for us to engage with and educate advisors of the Latin American high-net-worth community,” said Helmer Arizmendy, senior managing director and Latin America region head for Lombard International.
Ex Citi and Itaú private bankers hook up with WE Family Office
March 17, 2016 by
Manual Cabielles and George Moscoso have joined WE's Miami office as relationship managers, expanding the firm's reach among Latin American families.
