Latin America
How can wealth firms be successful in Latam?
Companies ‘try to impose too much of a European or American style business culture’
Zedra acquisition expands US and LatAm footprint
It received a minority investment from a Canadian firm earlier this year
PEOPLE MOVES: Janus Henderson, Hansard, Hawksford
Asset manager names CEO, as insurance group hires head of sales
Julius Baer sells 50% stake in Mexican wealth manager
But will still retain 19.9% of the business as it remains ‘committed’ to the market
PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience