Tag Archives: latin america

All Eyes on Asia and Latin America/Brazil for Global Private Banks

This week we saw a number of Swiss private banks report their quarterly results. Building on our recent “Spotlight on Switzerland“, jointly written with my HK-based senior research analyst Bryan Liu, growth primarily came from the wealth management units of … Continue reading

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Spotlight on Colombia… Art, history, culture, dance, food and LatAm Asset Management

I just came back from a trip to Colombia. While almost all major sources of public information warn you about the country and especially Medellin and Cali, but also Bogota, this perception couldn’t be further from the truth. Yes, the … Continue reading

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World Wealth Report 2011 – HNW Investment Trends: Metatrends, Asset Allocation and Bridges

Merrill Lynch and Capgemini this week published their annual World Wealth Report, a useful benchmark of HNW trends for over 20 years. It includes lots of nuggets and data touched on by us in our research – among the highlights … Continue reading

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Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

This week I published a new study on crossborder fund opportunities in Chilean pension funds, with one of our LatAm analysts, Marlon Valle. A few highlights from the study, “Spotlight on Chile“: – Cross-border pension fund opportunities in Chile: 70% … Continue reading

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Quo vadis, UCITS? 25 Years of UCITS – Oped with Jean-Baptiste de Franssu, EFAMA president

This week I published an oped piece with Jean-Baptiste de Franssu, President of EFAMA, on UCITS – with a review of the last 25 years, status quo, and future opportunities and challenges for the increasingly global brand of UCITS. Full … Continue reading

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Bismarck, G20, and Asia

As chairman of the Latin America Fund Forum 2009 in Sao Paulo last week, I had the pleasure of discussing the future of the region and emerging markets at large with a group of illustrious experts, among them the former … Continue reading

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CEO Masterclass Brazil 2008: PRODUCT DEVELOPMENT UNDER THE MICROSCOPE

Creating Value Added For The Retail Investor: Understanding The Repercussions Of Lowering Interest Rates, The Migration From Fixed Income Into Equity, And The Stability Of Capital Markets For Product Innovation And Asset Allocation Moderated by: Daniel Enskat, Head of Global … Continue reading

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