Chilean fintech startup Fintual raises funds to expand Mexican operations
Chilean fintech startup Fintual has reportedly secured $39m in a new funding round to further accelerate its business operations in…
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Patria Investments to acquire Moneda Asset Management in Chile
Brazilian private-equity manager Patria Investments has agreed to buy Chile-based credit specialist Moneda Asset Management in a cash and stock…
ByJulius Baer bolsters team in Europe and Chile
Swiss private banking group Julius Baer has strengthened its operations in Europe and Chile with multiple senior hires. The new…
Spain’s Sabadell seizing opportunities in Latin American wealth management market
Spain's Banco Sabadell is targeting HNW and UHNW individuals and families resident in Florida and Latin America through its Miami-based…
ByEFG International opens onshore business in Chile
Swiss private bank EFG International has launched a new onshore business in Chile following the receipt of all regulatory approvals.
ByCOUNTRY FOCUS: Growing wealth in Chile
Chile displays a prosperous environment for HNWIs, especially when other Latin American countries have faced significant challenges of late. The…
ByFUTURE 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…
ByBTG Pactual downsizes wealth management team in Chile
Brazilian financial services firm BTG Pactual has reportedly fired 10 out of 80 employees at its wealth management unit in…
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