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US in the news: Strong Miami-based partners with Jupiter Group

 


Partnerships

AMCS Group

The Miami-based third-party distribution firm will represent the Jupiter Group, as the presenter for its combined UCIT offerings in both Jupiter and Merian brand funds.

Jupiter bought Merian Global Investors on July 1st.

AMCS will focus its efforts on Jupiter exclusively in the US open market, targeting private global banks, US wire houses, regional broker dealers and independent advisory firms.

Essential to AMCS strategy for Jupiter will be the focus on some of its core strategies, including the Dynamic Jupiter Link, the European Rise of Jupiter, and the Merian Gold and Silver Fund.

AMCS will work closely with William Lopez, head of Jupiter in Latin America and the U.S. Offshore, in an effort to expand the Jupiter Group’s reach across its segments and target customers.

The Miami-based Jupiter-focused team will include:

  • Chris Stapleton, co-founder and managing partner, overseeing global core account relations across the region, as well as advisory and private banking relationships in the Northeast;
  • Andres Munho, co-founder and managing partner, overseeing all advisory and private banking relationships in Florida;
  • Francisco Rubio, regional vice president, responsible for the U.S. Southwest and West Coast regions, as well as private banks and independent advisory firms in Miami; and
  • The team is supported by Alvaro Palenga, sales associate and Virginia Gabilondo, customer service manager.

People move

BNY Mellon Asset Management

The firm has named Audrianna Sibiski as a senior client strategist based in Menlo Park, California.

Sibiski joins BNY Mellon of Bank of America Private Bank, where she served as vice president and adviser to private clients.

MFA companies

The US advisory firm has hired two partners in its asset management practice, MFA Asset Management.

Timothy Hole and Jeremy Robert join respectively as director of financial planning and director of portfolio management and due diligence.

Hole previously served as financial advisor in Morgan Stanley’s asset management department.

Robert recently served as an investment advisor with Kraematon Investor Advisors.






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