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Luxembourg Reaches Record Assets under Management of over 3 Trillion Euros

The Association of the Luxembourg Fund Industry (ALFI) announces that assets under management of Luxembourg domiciled funds reached euros 3,006.76 billion at the end of September 2014. This represents a 14.97% increase since the beginning of this year and is mainly due to net sales.

Marc Saluzzi, Chairman of ALFI, explains: “Assets under management have steadily increased since September 2013, and whilst with volatile markets assets under management actually may drop, it is encouraging both that investors have confidence in investment funds generally and that fund promoters continue to choose Luxembourg as a domicile.

He continues: “Luxembourg remains the most prominent international fund distribution platform in the world, with some 100 new fund promoters from all over the world choosing Luxembourg every year to domicile their funds and distribute them from here to more than 70 countries.”

Luxembourg has been the largest investment fund centre in Europe and the second largest in the world since 2005, serving as a domicile for 3900 funds.

Explaining the success of Luxembourg as a domicile for cross-border funds, Mr Saluzzi says: “A number of elements have contributed to this:

“First, Luxembourg’s focus has always been on the cross-border distribution of funds, which means that it has developed an expertise in the international, cross-border fund business which does not exist elsewhere. Today, regulators, investors and fund managers around the world therefore know and recognise a Luxembourg fund as a high quality product. The high-level promotion programme that ALFI has run since 2005 has built this reputation and ensures that it is maintained.

“Second, we have a large array of investment vehicles and legal structures to suit investors and fund promoters from around the world. Legal structures can be adapted to each project, i.e. for retail as for institutional clients, for ‘plain vanilla’ as for alternative products. We have a knowledgeable and pragmatic regulator, who is a key player in the development of the investment fund sector.

“Last, we have a comprehensive market infrastructure, with all the elements in the investment fund value chain, from service providers to fund administrators to depositary banks, etc., available in Luxembourg. We currently see strong growth and specialisation in the areas of distribution support, riskmanagement and compliance, which constitute a further strong backbone of our fund centre for the future. We furthermore enjoy strong and continuing support from the Government to further grow this infrastructure.”

Mr Saluzzi concluded: “Whilst the increase in assets under management in Luxembourg is good news for Luxembourg, it is also good news for the UCITS brand and the European funds industry as a whole. It is a clear indication that consumers are recognising the importance of funds generally, and UCITS funds specifically, in providing for their financial future. Our objective now is to help make AIFM an equally successful global brand in the years to come.”

Consejos de MFS para el próximo par de meses: evite esquiar por las pistas negras del mercado

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MFS Advice for the Next Couple of Months: Avoid the Market’s Black Diamonds — CC-BY-SA-2.0, FlickrFoto: Dominic Trewin. Consejos de MFS para el próximo par de meses: evite esquiar por las pistas negras del mercado

James Swanson, estratega jefe de Inversiones en MFS, ha estado hablando de un contexto de mejora de los fundamentales, en particular para el ciclo económico de Estados Unidos. “Hemos estado viendo cómo caían las peticiones de subsidio de desempleo, al tiempo que aumentaba el crecimiento de empleo nuevo en una amplia gama de sectores de la economía, crecían las inversiones de de capital y aumentaba el peso de las exportaciones de Estados Unidos. También subía la recaudación de impuestos, se contraía el déficit federal, mientras el comportamiento de los consumidores se ha mantenido estable”.

Sin embargo, la semana pasada recibimos nuevas pinceladas de información que arrojaron una nube sobre esa perspectiva relativamente soleada. En su último comentario, publicado en su blog «On The Lookout», James Swanson comenta sobre estos datos:

Disparos de advertencia

En primer lugar, las ventas minoristas en septiembre bajaron, sin razón aparente, en todos los ámbitos, incluso en las ventas de automóviles. En segundo lugar, el índice manufacturero Empire State de la región de Nueva York se invirtió dramáticamente, que es la evidencia más reciente de que la producción de la economía estadounidense cuenta con números más débiles. Yo diría que éstos son disparos de advertencia.

Sin embargo, el día después de esos informes, el promedio de cuatro semanas de las solicitudes de subsidios de desempleo caía hasta niveles no vistos desde junio de 2000, y la producción industrial sorprendía al alza, llevando la utilización de la capacidad hacia el 80%, que se considera “capacidad plena.” Para coronar la semana, la confianza del consumidor subía hasta un nuevo máximo. Vamos a analizar lo que está pasando.

Una de las razones para la caída de las ventas minoristas podría ser un mini-ciclo dentro del sector de consumo, como ya hemos visto antes durante esta prolongada recuperación. Pero con nuevas contrataciones laborales y alguna señal de salarios más altos, a mí me parece un poco inverosímil. No podemos concluir, tan solo a partir de este informe que la expansión de Estados Unidos está empezando a decaer.

Sin embargo, hay otras preocupaciones llamando a la puerta del ciclo. Europa se tambalea al borde de la recesión y los problemas de China continúan acaparando los titulares. Ya sean justificados o no, los temores sobre el brote del virus ébola podrían perjudicar a la actividad empresarial, sobre todo ahora que se han reportado varios casos en Texas. Y también hay preocupaciones geopolíticas, entre ellas los militantes del Estado Islámico entrando en Bagdad y las sanciones contra Rusia que podrían repercutir adversamente en la economía alemana.

Mirando el lado positivo, ya ha comenzado la temporada de publicación de resultados, y por ahora, los informes del tercer trimestre que han ido llegando son mejores de lo esperado. Normalmente, en un entorno con tales fundamentos positivos, me centraría en la tendencia actual de crecimiento de los beneficios.

En este momento, sin embargo, tenemos otras fuentes de incertidumbre, y estos pueden ser más difíciles de modelar. Puede ser el momento de dar un paso atrás.

Temporada de esquí

Soy esquiador, por lo tanto, para los inversores con dinero nuevo usaré una analogía que otros esquiadores podrán apreciar. Yo creo que durante este ciclo, llegaremos a la cima de la montaña. Aún no estamos allí, pero los síntomas del mal de altura ya están apareciendo. Estoy empezando a notar los síntomas de vértigo, el mareo, la desorientación y la incertidumbre que muchos de nosotros experimentamos a tales alturas.

En esta situación, sugiero que los esquiadores novatos eviten bajar por las pistas de negras para expertos, incluso por las azules o rojas intermedias. Durante el próximo mes, o próximos dos meses, hasta que tengamos más información, quédese en las verdes donde se sienta cómodo, junto con los otros principiantes.

En última instancia, creo que el ciclo económico de Estados Unidos triunfará, porque los fundamentos generales siguen siendo muy potentes. Los flujos de caja están aumentando y las tasas de interés están cayendo. Ahora tenemos un rendimiento del Tesoro a 10 años cercano al 2%. Si bien esto podría ser una señal de un crecimiento más lento, también significa que el coste de capital es menor, lo cual es una ventaja.

Los precios del petróleo y de la gasolina continúan bajando, otra bendición para los consumidores y los fabricantes, mientras que la fortaleza del dólar va en aumento. Aunque esto puede llegar a ser temporal, la evidencia a lo largo de la historia reciente es que un dólar más fuerte ha ayudado al consumidor de Estados Unidos, al reducir los costos de la energía y los precios de algunos productos básicos.

Mientras tanto, existen motivos para el último brote de debilidad, y creo que tenemos que tomar en serio estas preocupaciones.

James Swanson es estratega jefe de Inversiones de MFS.

Azimut Completes the Acquisition of Stakes in Mexico’s Mas Fondos and Turkey’s Notus

| Por Alicia Miguel | 0 Comentarios

This week Azimut, Italy’s leading independent asset manager, completed the acquisition of a 70% stake in Notus Portfoy Yonetimi, a Turkish independent asset management company, and an 82.14% stake in Profie, a Mexican holding company controlling the entire equity capital of Más Fondos.

Más Fondos, third party asset management distribution in Mexico

Más Fondos is Mexico’s largest pure independent asset management distribution company. Más Fondos distributes third party products and has assets under custody equal to Ps$ 6.3bn (equivalent to US$ 470mn) as at 30th September 2014.

As announced on June 17, 2014, Más Fondos, founded in 2002 by a group of two Mexican corporations and the current management team with extensive experience in the Mexican financial industry, distributes, throughout 12 local mutual fund houses, over 140 third party funds with a market share of 10% as of September 2014. Currently, Más Fondos has around 20,000 accounts and more than 4,100 active clients, with presence in Mexico City and 4 other major cities in the country.

Azimut, through AZ International Holdings S.A., purchased from its existing shareholders 82.14% of Profie S.A. for around € 6mn while the minority stake will be retained by the managers.

Lastly, Azimut and Más Fondos’ current management team have agreed to cooperate to grow the business in Mexico over the medium-long term and, to this end, to subscribe a capital increase for around € 2mn to finance the business plan. This agreement also provides for call/put option rights that enable Azimut to increase its participation up to 100% of the share capital.

Pietro Giuliani, Chairman and CEO of Azimut Holding, comments that “We are very satisfied with the closing of this transaction that enables us to work with a strong partner in a growing market. The solid distribution model of Más Fondos allows us to increase our presence in Latin America and continue with our international expansion on which we are working on”.

Notus, Turkish independent asset manager

Notus had TL 156mn under management (equivalent to US$ 68mn) as at 30th September 2014. With this transaction, Azimut increases its distribution capabilities in Turkey where it operates through AZ Global Portfoy, which reached a 17% market share as of September 2014 amongst independent players in the asset management industry.

As announced on March 17, 2014, Notus was established in 2011 by 3 partners each with over 25 years of experience in the Turkish and European financial industry. The company manages discretionary portfolio mandates for 45 individual and corporate clients ensuring diversified and efficient asset allocation plans across local and international markets. In addition, Notus is the manager of 2 local mutual funds with balanced strategies focusing on local fixed income and equities.

The transaction entails an acquisition from the founding partners (for a cash consideration of around € 1.5mn including the company’s cash position) and the subscription of a capital increase (for around € 0.8mn) to finance the business plan.

Pietro Giuliani, Chairman and CEO of Azimut Holding, comments: “With this transaction we reach a 21% market share amongst independent asset managers in Turkey, an important result which enables us to focus on both the AZ Global asset management capabilities as well as the Notus distribution competencies, with the objective of becoming the leading player in the independent asset management market”.

State Street Global Advisors Appoints Chief Portfolio Strategist

| Por Alicia Miguel | 0 Comentarios

State Street Global Advisors (SSGA), the asset management business of State Street Corporation, has announced the appointment of Lori Heinel, CFA, as chief portfolio strategist. In this newly created position, Heinel will oversee a global team of 20 investment professionals dedicated to communicating information about investment strategies and solutions to prospects, clients and consultants.

“Lori brings a strong blend of client and investment knowledge to the position and her varied experience has given her a keen understanding of the intricacies and distinct needs of a wide range of clients,” said Rick Lacaille, global chief investment officer at SSGA. “This breadth of knowledge will help ensure that we continue to deliver solutions and services to clients that are expressly targeted to meet their specific needs and objectives.”

A 30-year industry veteran, Heinel most recently served as chief investment strategist for OppenheimerFunds, Inc., where she oversaw product management, product development and investment thought leadership. Prior to joining OpenheimerFunds, she was head of investment solutions for Citi Private Bank, where she led a team responsible for working with ultra-high net worth clients, family offices, private foundations and institutional clients to develop customized investment strategies. Before Citi, Heinel led the global investment products group at SEI Investments. She began her career as an investment banking analyst and trader for Credit Suisse First Boston.

“SSGA has built a well-earned reputation for investment prowess and exceptional client service, and I’m thrilled to be at the nexus of both,” said Heinel. “I look forward to working with the firm’s talented investment and client service professionals as we continue to help clients navigate the markets and strive for successful investment outcomes.”

JP Morgan AM incorpora a Marcos Cabrera al equipo de Ventas Offshore del Cono Sur

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Marcos Cabrera se ha incorporado recientemente al equipo de Ventas Offshore para el Cono Sur de J.P. Morgan Asset Management, tal y como confirmaron a Funds Society fuentes de la gestora.

Cabrera cuenta con más de 10 años de experiencia en el sector financiero, en donde ha trabajado durante varios años en banca privada como asesor financiero. Antes de sumarse a J.P Morgan AM, Cabrera trabajaba como advisor para Puente en Montevideo, en donde daba servicio a clientes de Argentina, Brasil y Uruguay.

Previamente, Cabrera fue co-head y managing director de Banque Pasche en Montevideo y trabajó para Merrill Lynch durante siete años. Se licenció Summa Cum Laude en Business Administration con un finance major de Belmont University en Nashville, Tennessee.

Asimismo, y de acuerdo a un memo interno de la entidad, subrayar que hace unos meses Juan Pablo Soffia fue nombrado jefe de J.P. Morgan de Fondos Globales para Chile, Perú y Colombia, puesto desde el que es responsable de construir y hacer crecer el negocio de fondos, así como de reforzar las relaciones con los clientes en la región. Asentado en Chile, Soffia reporta a Giuliano de Marchi, head de Latin America Funds Management.

Éste se sumó a J.P. Morgan en 2005 como jefe de Ventas Institucionales para Chile y Perú. Dentro de la Banca Corporativa y de Inversión, Soffia era responsable de Marketing, ejecución de productos estructurados, derivados y del desarrollo de negocio. Antes de J.P. Morgan trabajó como tesorero para Banco de Chile en Nueva York, en donde gestionaba un portafolio de renta fija en Latinoamérica.

Bessemer Trust entra al mercado de Houston

| Por Alicia Miguel | 0 Comentarios

Bessemer Trust Enters Houston Market — CC-BY-SA-2.0, FlickrHouston. Foto: Norm Lanier, Flickr, Creative Commons. Bessemer Trust entra al mercado de Houston

El family office estadounidendse Bessemer Trust ha abierto una nueva oficina en Houston, la cuarta ciudad más grande del país, que se convierte así en la oficina número 17 de la firma de wealth management en territorio estadounidense y la segunda en Texas.

“Como nuestras relaciones se han ido ampliando y nuestro trabajo fiduciario, planificación, fiscal y legal han crecido, tenía sentido establecer una presencia física aquí, por lo que estamos encantados de fortalecer nuestros lazos con esta gran ciudad”. «Bessemer ha trabajado con clientes en Houston y en las zonas de alrededor durante muchos años», explicó el CEO de Bessemer Trust, Marc Stern.

Al frente de la oficina de Houston se ha puesto a Jim Chandler como managing director para supervisar las relaciones con clientes y liderar el equipo local de Bessemer. Chandler cuenta con más de 30 años de experiencia en inversiones y wealth managing, tiempo durante el cual ha trabajado con individuos de alto patrimonio, los conocidos como ultra-high-net -worth (UHNW), e instituciones. Llega a Houston desde la oficina de Bessemer Trust en Washington D.C., en donde era managing director y asesor senior.

Además de Chandler, se une al proyecto Kevin Bourke como senior vice president y wealth advisor. Este es responsable del desarrollo de negocio y de las relaciones con los clientes en Texas y en todo el Suroeste. Bourke ha trabajado en Bessemer durante los últimos tres años, y cuenta con más de una década de experiencia trabajando para clientes de alto patrimonio.

A Chandler y Bourke se le suman también David Parker, un reconocido experto de la gestión de activos de petróleo y gas, como senior vice president y jefe de advisory para el área mencionada. Parker ha trabajado en Houston durante casi 35 años, y cuenta con más de 30 años de experiencia en la industria de la energía trabajando tanto para productores como para los propietarios de las tierras. Llega a Bessemer desde Northern Trust, en donde era senior vice president.

Think You Know An Expat?

| Por Alicia Miguel | 0 Comentarios

Expats in Switzerland and New Zealand may be having it best according to a new global study out today from HSBC Expat, but, as the survey points out, expatriate life in the US is far from gloomy.

“There are a great many decisions involved in making the move abroad, ranging from consideration of finances and managing money, right through to integrating into the local community and arranging childcare”, according to Andrew Ireland, EVP and Head of Premier Banking, HSBC Bank USA, N.A.

The Expat Explorer survey is one of the largest global expat studies. This year, nearly 9,300 expats from around the world, including over 500 based in the US, shared their views on quality of life, financial wellbeing and the ease of raising a family abroad. The results show that while Switzerland emerges as the world’s favourite overall expat destination and New Zealand is viewed as the best place to raise a family, the United States continues to prove its worth as an expat hotspot in several important areas.

Educational advantages – majority opt for a state education

For those expats with a family, the US education system adds to the country’s appeal. Over three quarters (78%) of expat parents are opting to state educate their children compared with the global average of 37%
Half of expat parents additionally rank the US in their top three best countries for schooling

Economic benefits – saving for retirement locally

For older expats, a mature economy appears to be one reason for the ongoing popularity of the US, with a large proportion opting to keep the majority of their retirement provisions inside the country (65% compared with the global average of 41%)

Integration made easy – three quarters find US assimilation ‘easy’

The US rates highly among expats for ease of integration, ranking among the top 10 countries in the study. 73% of respondents said that they found it easy to assimilate in to the local community (compared with the global average of 65%)
Close to two-thirds (65%) also commented on the ease with which they were able to find accommodation (compared with the global average of 54%)

Once settled, most expats are here to stay

Once in the US most expats put down roots, with seven in ten (71%) expressing an intention to remain in the country (compared with the global average of 61%)

Ireland continued: “This year’s Expat Explorer league table shows that there are many countries that offer a good balance, providing expats with a rewarding and exciting experience, including the United States. Expats can view the full results by visiting the Expat Explorer interactive tool, where they can discover more about where they live now as well as find inspiration for the future.”

To view the complete report, visit: http://www.expatexplorer.hsbc.com

Asia-Pacific Leads World in Wealth Growth

| Por Alicia Miguel | 0 Comentarios

With Japan and China leading the way, the Asia-Pacific region registered world-leading levels of High Net Worth Individual (HNWI) population and wealth growth in 2013, with no signs of slowing down, according to the Asia-Pacific Wealth Report 2014 (APWR), published by Capgemini and RBC Wealth Management. The region’s population of HNWIs grew 17 percent to 4.3 million, while their wealth grew 18 percent to reach US$14.2 trillion, compared to growth rates of 13 percent and 12 percent respectively in the rest of the world.

«While equity market performance across Asia-Pacific was mixed in 2013, strong economic growth and real estate prices in key markets drove healthy overall wealth growth,» said M. George Lewis, Group Head, RBC Wealth Management & RBC Insurance. «Asia-Pacific is expected to continue to lead global growth and pass North America as the region with the highest HNWI population by the end of 2014 and the greatest HNWI wealth by 2015.»

Japanand China, which hold over two thirds of Asia-Pacific’s HNWI population, drove 85 percent of the HNWI population growth in 2013, increasing their number of HNWIs by 22 percent and 18 percent respectively to reach 2.3 million and 758,000. They also saw HNWI wealth increase at the region’s highest rates of 24 percent to US$ 5.5 trillion (for Japan), and 20 percent to US$ 3.8 trillion (for China). The report notes that Asia-Pacific’s ultra-HNWIs grew their wealth at about twice the rate of their peers in the rest of the world, both in 2013 (20 percent vs. 10 percent) and in the five-year period from 2008-2013 (average annual growth rate of 17 percent vs. eight percent).

High trust levels and focus on wealth growth drive international investments

According to the report’s Global HNW Insights Survey, HNWIs in Asia-Pacific (excl. Japan) have the highest trust and confidence levels globally in all aspects of the wealth management industry: 85 percent expressed high trust in wealth managers, 87 percent in wealth management firms, 78 percent in financial markets, and 80 percent in regulatory institutions. Looking ahead, 88 percent of Asia-Pacific (excl. Japan) HNWIs are confident in their ability to generate wealth in the near future.

High trust and confidence levels may have contributed to a greater focus on wealth growth (41 percent) rather than preservation (31 percent) among Asia-Pacific (excl. Japan) HNWIs. In seeking growth, they significantly increased foreign investment allocations to 43 percent in early 2014, up from 30 percent a year prior, with Europe attracting the largest share at 15 percent, followed closely by North America at 14 percent. Looking at the make-up of their portfolios overall, real estate remains the preferred asset class of Asia-Pacific (excl. Japan) HNWIs (23 percent of portfolios), which differs from a preference for equity investments (27 percent) in the rest of the world.

Region’s HNWIs have distinct demands and expectations of firms

Asia-Pacific (excl. Japan) HNWIs have distinct preferences in how they are served by firms, as they are more inclined to seek professional advice (45 percent, the highest globally) and pay for customized services (37 percent) than HNWIs in the rest of the world (36 percent and 30 percent). While HNWIs globally share a preference to work with a single wealth management firm, those in Asia-Pacific (excl. Japan) differ in their preference to work with multiple experts (39 percent) versus a single point of contact (26 percent). They also have the highest demand globally for digital interactions, with 82 percent (versus 61 percent for those in the rest of the world) expecting most or all of their wealth management relationship to be run digitally in five years.

Wealth manager performance scores flat, creating opportunities for firms

Despite rising wealth and trust levels and a desire for advice, Asia-Pacific (excl. Japan) HNWIs increased their performance scores of wealth managers by only half a percentage point to 68 percent in early 2014, although this compares to a drop by five percentage points to 66 percent in the rest of the world.

«Asia-Pacific offers a ripe environment for firms to establish deeper client relationships and improve performance scores, given the high confidence levels, complex needs, focus on wealth growth, and openness to advice of HNWIs in the region,» said Jean Lassignardie, Chief Sales and Marketing Officer, Capgemini Global Financial Services. «Wealth managers and firms will need to evolve their offerings to meet the changing preferences of Asia-Pacific HNWIs in how they interact with their firms and advisors, including through the development of digital channels.»

Asia-Pacific HNWIs most driven globally to create positive social impact

The report reveals that 97 percent of Asia-Pacific (excl. Japan) HNWIs feel it is important to invest their time, money or expertise to make a positive social impact, with 81 percent describing it as very or extremely important (compared to 59 percent of their peers in the rest of the world).

Asia-Pacific (excl. Japan) HNWIs are driven primarily by a feeling of responsibility to give back and are uniquely focused on food security, which ranked as the top priority cause (vs. 12^th for those in the rest of the world), with 40 percent currently giving back in this area. Following food security, health (39 percent), education (37 percent), the welfare of children (33 percent), and the welfare of older people (31 percent) rounded out their top five causes. Climate change and the environment is also a high priority, with 30 percent of Asia-Pacific (excl. Japan) HNWIs contributing time or wealth in this area versus 20 percent of HNWIs in other regions.

View the report at www.asiapacificwealthreport.com.

BNY Mellon WM lleva su negocio de gestión de patrimonios a Hong Kong y refuerza su presencia en Asia – Pacífico

| Por Alicia Miguel | 0 Comentarios

BNY Mellon Launches Comprehensive Discretionary Investment and Wealth Management Services in Hong Kong — Hong Kong. Foto: TreyRatclif, Flickr, Creative Commons.. BNY Mellon WM lleva su negocio de gestión de patrimonios a Hong Kong y refuerza su presencia en Asia – Pacífico

BNY Mellon Wealth Management acaba de recibir la aprobación legal en Hong Kong para iniciar su negocio de gestión de patrimonios en la zona. Para BNY Mellon esto supone la posibilidad de ofrecer a inversores con alta capacidad adquisitiva servicios de gestión estratégica de activos y acceso a servicios de gestión de inversión; todo ello proporcionado por una entidad con una estructura multiboutique consolidada y activa. Además, facilita a sus clientes asiáticos un servicio de gestión personalizada de carteras.

Con este lanzamiento BNY Mellon consolida su expansión en Asia Pacífico y fortalece su capacidad de atender las necesidades de familias asiáticas al igual que americanas. En lugar de ofrecer unos servicios de gestión internacional clásicos, BNY Mellon se diferencia por mantener relaciones a largo plazo durante las que ofrece servicio a sus clientes para satisfacer sus necesidades de gestión de patrimonio e inversión.

“Nuestra expansión facilita el acceso a los servicios de gestión de patrimonio y planificación de inversiones a un mercado clave”, explica Larry Hughes, CEO de BNY Mellon Wealth Management. “BNY Mellon cuenta con la capacidad de una de las principales entidades a nivel mundial que ofrece servicios basados en la búsqueda de soluciones para optimizar la gestión de patrimonios. Nos diferenciamos en el mercado gracias a nuestro foco en la gestión discrecional de las inversiones”.

“En Asia – Pacífico continuamos realizando inversiones significativas en las dos áreas centrales del negocio: Investment Management e Investment Services», comenta Alan Harden, CEO de BNY Mellon Investment Management en Asia Pacífico. “La expansión del negocio de gestión de patrimonios en esta zona es el primer ejemplo de nuestro compromiso con la región. Con esta acción BNY Mellon está sacando provecho del crecimiento de la riqueza en la región y se ha beneficiado de su experiencia a nivel global para poder ofrecer soluciones en la planificación de inversiones a nivel local”.

BNY Mellon tiene más de 147.000 millones de euros en activos privados de clientes a 30 de septiembre de 2014.

Grupo SURA, “Mejor Multilatina Financiera” de 2014

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En el marco del IV Foro Multilatinas – Mirando al Pacífico que se lleva a cabo entre el 21 y el 22 de octubre de 2014 en la Ciudad de México, AméricaEconomía anunció el reconocimiento a Grupo SURA como la “Mejor Multilatina Financiera” en los Premios Multilatinas 2014, entregados por primera vez con el propósito de distinguir a ejecutivos y empresas latinoamericanas que están expandiendo e internacionalizando sus operaciones en diversos países de la región y el mundo.

Los ganadores, fueron elegidos por la dirección editorial de AméricaEconomía, por medio de consultas con sus editores en los distintos países de la región y del análisis de las variables que componen el ranking de empresas multilatinas que AméricaEconomía Intelligence realiza cada año.

El premio a la “Mejor Multilatina Financiera” fue otorgado a Grupo SURA, un grupo empresarial comprometido con el crecimiento de América Latina, que cuenta con filiales presentes en ocho países y actividades en banca, seguros, fondos de pensiones y fondos de inversión, entre otros. La compañía ocupa además el lugar 54 en el ranking de las 100 Multilatinas de AméricaEconomía, y es una marca reconocida en la región.