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Columbia Threadneedle US offshore and Mexico sales boss to exit

Columbia Threadneedle US offshore and Mexico sales boss to exit

William Lopez, a top Columbia Threadneedle Investments distribution manager for Latin America and US offshore, is set to leave the firm by June, Citywire Americas can reveal. 

It is understood that London-based Lopez will leave the firm to join an undisclosed international asset manager in a high-ranking distribution role. 

Lopez led distribution for Latin America and US offshore starting in 2014. Two years later, he helped open the firm’s first location in Latin America in Santiago de Chile, an office now led by Santiago Zarauza. 

Following the firm’s expansion, Lopez took on a dedicated role covering Mexico and US offshore in December 2017 as the company doubled down on those markets and Brazil. He reports to Ruben Garcia, head of distribution for Iberia and Latin America.

In a statement to Citywire Americas, a spokesperson for the firm said: ‘William Lopez has decided to leave Columbia Threadneedle and we wish him well. While we look for a replacement, Ruben Garcia continues to lead the region.’

Looking back

Lopez’s tenure at Columbia Threadneedle spans seven years over two stints. He first joined the firm’s London office in 2009 as a lawyer working on Sicav acquisitions, and then he moved to a sales role covering Latin America that same year. 

In 2011, he left the firm to return to his native Colombia, where he operated an advisory practice focusing on international manager distribution for three years. He moved back to London and rejoined Columbia Threadneedle in 2014. 

In Mexico, Lopez worked alongside Grupo Bursátil Mexicano (GBM) for its institutional sales effort. 

For offshore, Lopez has focused on broker-dealers, discretionary wealth managers and private banks in Miami, New York and Houston.

The strategies he marketed in this space include global technology, European equities, large- and small-cap global equities and absolute return.

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