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Oct 3, 2024 | 
citywire.com | Isabella Elwaw |Nicola Blackburn |Angus Foote
Brookfield Oaktree Wealth Solutions is enhancing its presence in Latin America through a strategic partnership with DAVINCI Trusted Partner. This collaboration will focus on support and marketing for private placements in Argentina and Uruguay.
The alliance aims to provide innovative alternative investment solutions for financial advisors and private banks in these markets.
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Oct 3, 2024 | 
citywire.com | Isabella Elwaw |Nicola Blackburn |Angus Foote
Twitter Facebook Linkedin WhatsApp >print comments To continue reading, register for a free Citywire account Work email Password First Name Last Name Do you personally advise on or manage investments for clients?
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Sep 5, 2024 | 
citywire.com | Isabella Elwaw |Atholl Simpson |Nicola Blackburn |Angus Foote
The trends shaping investors outside the U.S. include diversification from their home market, demand for yield, and greater transparency. U.S. High-Yield Bonds via a separate managed account check all these boxes. Successful investment in high-yield bonds requires an experienced manager who understands market nuances and liquidity profiles, particularly in a low-interest-rate environment where such bonds become more attractive.
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Sep 5, 2024 | 
citywire.com | Isabella Elwaw |Atholl Simpson |Nicola Blackburn |Angus Foote
Las empresas que se esfuerzan más en hacer suyos los principios de los Objetivos de Desarrollo Sostenible (ODS) de las Naciones Unidas tienen menos probabilidades de verse implicadas en futuros escándalos, como casos de corrupción, fraude o contaminación medioambiental. Además, las empresas más sostenibles se ven envueltas en menos escándalos y, cuando esto ocurre, son menos graves y están relacionados con un menor número de temas controvertidos.
Tras su cooperación, coordinada por el Prof.
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Sep 4, 2024 | 
citywire.com | Isabella Elwaw |Atholl Simpson |Nicola Blackburn |Angus Foote
Muzinich & Co. ha reforzado su apoyo al mercado offshore de América Latina trasladando a Jesús Belascoain a Miami.
Anteriormente en la oficina de Muzinich en Madrid, Belascoain fue responsable del desarrollo comercial de la base de clientes mayoristas e institucionales de la empresa en España, Portugal y Latinoamérica. Se incorporó a Muzinich en 2015 y tiene 20 años de experiencia en servicios financieros.
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Sep 3, 2024 | 
citywire.com | David Gutierrez |Diego Montes |Isabella Elwaw |Atholl Simpson
The Madison Group has officially joined UBS, marking an expansion of UBS’s footprint in the New York International Market. The announcement was made by Michael Sarlanis, managing director and market executive in UBS’s New York International team.
Sarlanis expressed his enthusiasm about the new addition. ‘I am pleased to announce that The Madison Group has joined UBS in the New York International Market.
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Aug 1, 2024 | 
citywire.com | Isabella Elwaw |Fausto Amaral |Atholl Simpson |Nicola Blackburn
O processo de prêmios individuais segue uma metodologia criada para maximizar a capacidade de descobrir os melhores profissionais da indústria brasileira. 1- Inscrição online neste link2- Após inscrição existe um momento de votação online onde profissionais do sector e os seus clientes podem votar em si como um dos melhores profissionais do sector. Isto através de um website criado para o efeito.
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Aug 1, 2024 | 
citywire.com | Isabella Elwaw |Fausto Amaral |Atholl Simpson |Nicola Blackburn
O processo de prêmios corporativos segue uma metodologia robusta para descobrir as melhores entidades a operar no mercado Brasileiro. As entidades têm de:Responder a uma pesquisa complexa com perguntas fechadas e abertas sobre o seu negócioSubmeter um estudo de caso - uma Proposta de Investimento - para um cliente fictício que a Citywire criou que teve recentemente um evento de liquidez e está procurando a sua primeira solução de Wealth Management.
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May 23, 2024 | 
citywire.com | Ian Heath |Jake Indursky |Atholl Simpson |Isabella Elwaw
Online brokerage firm Interactive Brokers reported in a notice filed with the Massachusetts Attorney General on May 16 that it suffered a data breach when an unauthorized party gained access to sensitive client information.
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Apr 26, 2024 | 
citywire.com | David Gutierrez |Isabella Elwaw
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