Guiding your financial future.
Wherever life takes you.

Access an open-architecture platform with thousands of mutual fund options from leading global asset managers — giving you diversified, professionally managed exposure across asset classes and geographies.

• Large menu from leading global asset managers.
• Curated selection from established asset managers across investment strategies and geographies.
• Broad exposure across asset classes, geographies, and investment styles.

Access the full spectrum of fixed income instruments — from government and corporate bonds to individually managed income strategies aligned with your investment profile.

• Individual bonds across government, corporate, and emerging market issuers.
• Access to numerous counterparties across global fixed income markets.

We help you build and manage a portfolio aligned with your financial goals, risk tolerance, and personal circumstances — with the discipline and expertise of experienced investment professionals backed by dedicated investment teams.

• Discretionary managed portfolios across eight risk-based models — I-maps (Insigneo Multi-Asset Portfolios).
• Deep menu of Separately Managed Accounts (SMAs), including specialized fixed income SMAs available in four styles based on your investment profile.
• Unified Managed Accounts (UMAs) combining multiple strategies within a single account.

Customized, non-traditional financial instruments designed to adapt precisely to your specific risk/return objectives — built through Insigneo’s internal desk with direct access to investment-grade issuers across leading global firms.

• Customized structures tailored to specific risk/return objectives and investment horizons.
• Principal protection, enhanced yield, and market-linked strategies.
• Internal desk with direct access to investment-grade issuers.

A comprehensive, open-architecture platform giving you access to a wide range of securities and markets across global exchanges.

• Equities and ETFs across global markets.
• Listed stocks and options across major exchanges.

Access institutional-grade private market opportunities designed to provide diversification beyond traditional asset classes — through a curated platform built for international high-net-worth investors.

• Private equity, private credit, and hedge fund strategies.
• Real assets and infrastructure.
• Partnership with Alius Capital Partners, a real estate investment platform providing curated institutional investment opportunities to the private wealth ecosystem.
• Access through iCapital, CAIS.

Protecting and transferring wealth requires more than sound investments. We coordinate the full spectrum of planning disciplines — across borders, generations, and jurisdictions — so your wealth works the way you intend.

• Estate planning and wealth transfer strategies.
• Trust structures and cross-border account guidance.
• Tax planning and accounting coordination.
• Family governance and succession planning.

Safeguard your family’s financial future with life insurance solutions designed for international clients — supported by in-house specialists and an extensive network of global insurers.

• Life insurance for clients with U.S. nexus.
• Dedicated programs for Latin American clients, including Uruguay.
• Access to more than 70 insurance providers.

Manage your liquidity, access credit, and handle everyday financial needs — all integrated with your investment account for a seamless experience across borders.

• Integrated cash management and checking (Corestone by BNY Pershing), including Visa debit card with worldwide access.
• Securities-based lending and margin lending through Pershing.
• Third party banking solutions through referral partners.
• Investment banking solutions through referral partners.
• Karta — a premium Visa Infinite charge card designed for international clients, providing U.S. credit access and global rewards.