Insigneo is distinguished as the leader in continuously finding newer and better ways to simplify global investment in complex global environments.
Wealth management requires time, expertise, and strategy. Let our streamlined processes, trusted financial professionals and best-of-breed technologies do all the work, so you can have more time to live your life and the priceless peace of mind to enjoy it.
We maximize people’s financial well-being and their quality of life.
Our creative yet practical solutions are designed to meet the needs of discerning clients globally.
We provide outstanding services that give our clients peace of mind knowing they are ensuring their best financial position, in the best hands.
Access a variety of financial institutions to best allocate your assets based on your needs and jurisdiction.
Simpler
Innovative
Providing in-house solutions and processes for a friendlier journey together.
Friendlier
Actively listening to you, so we can create change together.
Better
Our desire to continually AIM HIGHER is what makes The Insigneo Way.
Tech Enabled
Deploying the industry’s best technologies, combined with our expert thought leadership.
Approach
Approach
Simpler
Innovative
Providing in-house solutions and processes for a friendlier journey together.
Friendlier
Actively listening to you, so we can create change together.
Better
Our desire to continually AIM HIGHER is what makes The Insigneo Way.
Tech Enabled
Deploying the industry’s best technologies, combined with our expert thought leadership.
Insigneo Acquisition
Insigneo closes acquisition of PNC’s Latin American brokerage biz, names new market head.
The Miami-based firm's acquisition will allow it to expand its footprint in Texas and growing its Mexican client base.
Dec 04, 2023
Insigneo Press Release
Insigneo introduces proprietary ‘Alia’ web-based platform.
Enabling investment professionals to manage client portfolios more effficiently. Alia is Part of Insigneo’s Commitment to Invest in Best-of-Breed Technology Solutions.
Dec 14, 2022
Citiwire
‘Citi deal was not a one-off’: Insigneo CEO plans more acquisitions in M&A push
‘It probably should be seen as more of a starting point,’ said Insigneo’s chairman and CEO Raul Henriquez. ‘It served both as a catalyst to pique the interest of institutional capital as well as the logical reason why we would or should tap on their doors.’
Aug 15, 2022
Insigneo Acquisition
Citi and Insigneo Complete Sale of Citi’s International Personal Bank Business in PR and UY
Insigneo acquired Puerto Rico-based broker-dealer Citi International Financial Services, LLC (CIFS) and Citi Asesores de Inversion Uruguay S.A. (Citi Asesores).
Aug 01, 2022
