NewsAppointments
Worked as a financial advisor at Citi, and spent over a decade at Morgan Stanley
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NewsAppointments
Key Reinforcement for Wealth Management in New York
Leopoldo Ferris Wallis Joins Insigneo’s Network of Investment Professionals
NewsPrivate Banking
Interview with the Global Head
Ted Stratigos (Aladdin Wealth Tech): “Institutions Demand Technology Capable of Connecting Investment Ideas, Model Portfolios, Execution, and Oversight”
NewsETF
JPMorgan Report
Underlying Trends in the ETF Industry
NewsMarkets
Uneven Effects Expected Across Countries
The Shadow of a Strong El Niño Phenomenon Extends Across Latin America
NewsETF
Listed on NYSE Arca
State Street Investment Management launches an ETF tracking the UC Endowment Strategy Index
Featured
NewsETF
Listed on NYSE Arca
State Street Investment Management launches an ETF tracking the UC Endowment Strategy Index
NewsBusiness
Scale and Complementary Capabilities
BNP Paribas AM Implements Its New Organizational Structure to Accelerate Growth and Its 2030 Strategic Plan
NewsMarkets
The Expert's View
On August Inflation and the Fed’s Rate Hike
NewsAppointments
He Worked for Around 20 ...
Knighthead Bolsters Its Commitment to Latin America and the Offshore Market with the Appointment of Shane Cunningham
Funds Society Universe
News
Markets
With a Preference for U.S. ...
Morgan Stanley’s Endorsement of Equities: Valuations Are Grounded in Fundamentals
Uneven Effects Expected Across Countries
The Shadow of a Strong El Niño Phenomenon Extends Across Latin America
The Expert's View
On August Inflation and the Fed’s Rate Hike
New Debates
The Shadow of ‘Terminator’ and Regulation Creep into the AI Investment Cycle
Business
Funds Society Leaders Summit
How to Obtain Predictable Equity Returns with WisdomTree
Scale and Complementary Capabilities
BNP Paribas AM Implements Its New Organizational Structure to Accelerate Growth and Its 2030 Strategic Plan
He Recently Celebrated His 96th ...
“Father Time Always Wins”: Warren Buffett’s Final Lesson as He Becomes Chairman Emeritus of Berkshire
Offshore Banking Services for Brazilian ...
Avenue’s New Steps
Appointments
Key Reinforcement for Wealth Management ...
Leopoldo Ferris Wallis Joins Insigneo’s Network of Investment Professionals
Worked as a financial advisor ...
Amerant Recruits Jorge Morasso as Vice President and Wealth Management Advisor
He Worked for Around 20 ...
Knighthead Bolsters Its Commitment to Latin America and the Offshore Market with the Appointment of Shane Cunningham
Reinforces Two Areas
State Street Names Mostapha Tahiri President of Its Alpha Platform and Ann Fogarty Chief Operating Officer
Private Banking
Interview with the Global Head
Ted Stratigos (Aladdin Wealth Tech): “Institutions Demand Technology Capable of Connecting Investment Ideas, Model Portfolios, Execution, and Oversight”
The New Wealth Map
The US Sets the Pace While Emerging Markets Accelerate the Global “Ultra-Rich” Factory
According to Simón Toros, Market ...
UBS GWM Bets on Latin Americans, Who Are Increasingly International and Looking Beyond the U.S.
The firm adopts Black Diamond ...
BBVA GWA Selects SS&C Black Diamond Wealth Solutions to Drive Its Next Growth Phase
Alternatives
Strategic Focus on the Global ...
Goldman Sachs Alternatives Captures $11.7 Billion for Private Equity with the Final Close of West Street Capital Partners IX
2026 Alternatives Compensation & Carry ...
Alternative Investment Firms Still Lag in Managing Compensation and Carry
Alternative Investments
Franklin Templeton Announces the Closing of Its First CFO for $1.5 Billion
Report by Global Citizen Solutions
Crypto Investors Rethink Their Jurisdictional Strategy Amid Global Regulatory Convergence
ETF
JPMorgan Report
Underlying Trends in the ETF Industry
Listed on NYSE Arca
State Street Investment Management launches an ETF tracking the UC Endowment Strategy Index
It Trades on NYSE Arca
T. Rowe Price Launches Active Securitized Credit ETF
The Technological Future of the ...
The Revolution Behind Tokenized ETFs: Transparency, Accessibility, and Modernization
Regulation
Is Compliance Turning Into a ...
Compliance Costs Transform Competition in the Offshore Market
The Traditional Paradigm of Banking ...
The Latin American Offshore Market Enters a New Era of Global Oversight
From the SEC
A Debate on the “Heavy Hand” of Regulation and the Rise of ETFs
After a Decade of Uncertainty
The SEC Clarifies the Application of Federal Securities Laws to Crypto Assets
Pensions
Their Largest Growth Since 2017
The World’s 300 Largest Pension Funds Reach $27.7 Trillion in Assets
With Assets Reaching Record Highs
How Have Pension Funds Changed Their Approach to Asset Allocation?
As Part of a Social ...
The National Association of AFAPs of Uruguay Plans to Invest in Foreign Mutual Funds
Guillermo Zamarripa’s View on Pension ...
