20 Aug 2025
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Marcelo Soba

Featured

AgendaBusiness

For Professional Investors from Texas ...

Houston to Host Five Investment Strategies at the V Funds Society Investment Summit

By Marcelo Soba
  • California
  • California
  • Houston

NewsAppointments

Coming from Insigneo

Raymond James Adds Celeste Boadas in Coral Gables

By Marcelo Soba
  • Insigneo
  • Raymond ...
  • Venezuela

NewsBusiness

A Year of Interviews and ...

The Phrases of 2024 in Funds Society Americas

By Magdalena Martínez
  • Américas
  • Funds ...

NewsMarkets

The Experts' Opinion

Latin America Offers Opportunities in Real Estate, but Miami Remains More Tempting

By Marcelo Soba
  • Latam
  • México
  • Miami

NewsAppointments

For the Montevideo Office

Insigneo Appoints Virginia López as Director of Platform Capabilities

By Marcelo Soba
  • Insigneo
  • Latam

NewsBusiness

Balanz Capital USA

Balanz Expands Its Presence in the U.S. with the Launch of Its Broker-Dealer

By Marcelo Soba
  • Balanz
  • USA

NewsAppointments

In Collaboration with Vertix Group

Kathia Sánchez Mardegain Joins White Bridge Capital for the Real Estate Solutions Area

By Marcelo Soba
  • México
  • Miami
  • Real ...

NewsMarkets

The U.S. Market Welcomes the ...

Brazil, Mexico, Argentina, Chile, and Global Markets: Initial Reactions to Trump’s Victory

By Marcelo Soba
  • Latin ...
  • Latinoamérica

NewsMarkets

Initial Assessments

Trump Returns to the White House, and the Market Repeats the 2016 Script, With Increases in Equities and a Stronger Dollar

By Marcelo Soba
  • aranceles
  • dólar
  • Dollar
       

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Business

New Extension for Entities Sanctioned by FinCEN in Mexico

CI Banco Sues the Treasury Department, Intercam Fails to Withstand Pressure and Sells

Appointments

Internal Promotion

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Private Banking

Report "Capturing HNWI Loyalty Across Generations" by Capgemini

AI: The Formula to Convert “At-Risk Customers” Into “Loyal Customers”

Markets

Implications for Fixed Income and the Dollar

Who Is Stephen Miran and Why Should Investors Know His Ideas?

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