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Latest News - Michelle Abrego

US offshore distributors merge to take niche names mainstream

Two US offshore distribution firms have united their efforts and will officially merge in 2018 under the name Atlantic Zagros Financial Partners.

OMGI appoints ESG boss

Old Mutual Global Investors (OMGI) has ramped up its commitment to environmental, sustainable and governance investments with its latest hire.

HSBC refuerza equipo de LatAm con nombramientos en banca privada

HBSC Private Bank contrató a un banquero de Chile y nombró a dos gestores de relaciones enfocados en clientes mexicanos.

Firma en Miami contrata asesor veterano de family office

Fiduciary Trust Company International contrató a un profesional con 35 años de experiencia en la industria financiera.

BNY Mellon WM contrata ex jefe de estrategia de inversión de EFG

BNY Mellon Wealth Management contrató a la ex jefe de estrategias de inversión de EFG Capital International.

Wells Fargo hires another ex-HSBC private banker

It's the third private banker the group has hired from HSBC for its Miami-based team.

Fund Flash: Allianz GI poaches Columbia PMs /OMGI brings US equity fund in-house

Citywire Americas rounds-up the biggest news in the funds and Ucits investment universe as reported by Citywire’s global publications this week.

UK giant acquires Ucits ETF platform

ETF Securities sells off a second part of its European business this week.

BNY Mellon WM hires ex-EFG investment strategy head

BNY Mellon Wealth Management has hired EFG Capital International’s former head of investment strategies group Americas.

Wells Fargo Advisors fined $3.5m for anti-money laundering unit failings

US regulator charges broker-dealer's anti-money-laundering unit for failing to file timely reports on suspicious activity.