Spain’s Banco Sabadell is targeting HNW and UHNW individuals and families resident in Florida and Latin America through its Miami-based private banking and wealth management operations. With Mia…
FUTURE PROJECTIONS: The Latin American wealth management market
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 appoints new general manager for Peru
BTG Pactual has appointed José Antonio Blanco as new general manager for Peru.…
BMO Investments announces plans to terminate two mutual funds
BMO Investments, the manager of the BMO Mutual Funds, has revealed its intention to terminate BMO Sustainable Climate Class and BMO Sustainable Opportunities Class.…
Energy issues are a growing concern among UHNW
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…