Articles

  • Jan 22, 2025 | fundssociety.com | Sofía Gancedo

    UBS International Continues to Expand Its International Team Based in New York with the Arrival of Victoria Grace Vysotina from Morgan Stanley. The private banker, with 28 years of experience in the U.S. industry, worked at firms such as Merrill Lynch, Credit Suisse, EIM Securities, HSBC, and Morgan Stanley, according to her BrokerCheck profile.

  • Jan 22, 2025 | fundssociety.com | Sofía Gancedo

    Snowden Lane Partners has strengthened its independence after buying back a significant portion of the stake held by its private equity partner, Estancia Capital Partners. As a result of the transaction, the remaining shareholders, including Snowden Lane’s advisors and employees, own approximately two-thirds of the company, according to the firm’s statement accessed by Funds Society.

  • Jan 22, 2025 | fundssociety.com | Sofía Gancedo

    UBS Wealth Management USA recently announced key changes to its organizational structure, including the transition of its field management model from two national divisions to four regions. The new structure allows UBS field leaders to make faster decisions, better respond to client needs, and be more connected to the firm’s comprehensive offering, according to the firm’s statement.

  • Jan 22, 2025 | fundssociety.com | Sofía Gancedo

    The advisors Felipe Sebes, Thiago Favery, Raphael Pinheiro, and Fernando Olea have joined EFG Capital in Miami. The bankers, who come from XP, announced their move on LinkedIn after spending six months on garden leave. They clarified that they will focus on advising international clients, primarily families from Brazil. “The bank stands out for its personalized and entrepreneurial approach and its focus on building lasting relationships.

  • Jan 22, 2025 | fundssociety.com | Sofía Gancedo |Beatriz Zúñiga |Beatriz De Zúñiga

    After Trump’s victory late last year, commodities began to weaken. Even gold, which had an exceptional year, started losing value as the dollar strengthened. These turbulences in the last quarter of 2024 have filled investment firms’ outlooks for commodities with both light and shadow, and, above all, with highly diverse interpretations. For example, Bank of America expects commodity prices, including oil, to decline.

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