Overall, 2015 was an unsettling year for the Latin American wealth management industry. Currency depreciation, recession in Brazil, international banks closing regional branches, a drop in commodity a…

Overall, 2015 was an unsettling year for the Latin American wealth management industry. Currency depreciation, recession in Brazil, international banks closing regional branches, a drop in commodity a…
BTG Pactual has appointed José Antonio Blanco as new general manager for Peru.…
BMO Investments, the manager of the BMO Mutual Funds, has revealed its intention to terminate BMO Sustainable Climate Class and BMO Sustainable Opportunities Class.…
Concern over energy costs and climate change appear to be motivating a significant share of Ultra High Net Worth Investors to take steps to reduce their energy consumption, according to the latest Spe…
Hedge fund managers will have to rethink their business models, provide tailored solutions, and offer multi-faceted client communications to get ahead in the future, research conducted by SEI in colla…