Our
values
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Trust
in a U.S.-based firm committed to the Americas and beyond.
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Flexibility
to build and navigate wealth across borders.
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Access
to global markets and offshore capabilities.
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Connection
from multicultural experts with local insight and a human-centered approach.
Our history:
40 years of evolution.
Strategic Partnership
Established a long standing 35-year alliance with BNY Pershing.
The Birth of Insigneo
Unified GIS, HB Asset Management, Alpha Capital, Hencorp, and Northeast Securities into a single, powerhouse brand.
Institutional Investment
Secured a $100M growth investment from Bain Capital Credit and J.C. Flowers & Co.
Major Acquisitions
Successfully acquired Citi International Wealth Management vehicles and PNC's International Wealth Management assets.
Scaling the Platform
Acquired VectorGlobal WMG Assets (pending final regulatory approval).
Rebranding
International reach
with local expertise.
- 🇺🇸 Miami, FL (Headquarters)
- 🇺🇸 Coral Gables, FL
- 🇺🇸 New York, NY
- 🇺🇸 Laredo, TX
- 🇺🇸 Houston, TX
- 🇺🇸 San Antonio, TX
- 🇺🇸 San Diego, CA
- 🇵🇷 San Juan, PR
- 🇺🇾 Montevideo, UY
- 🇦🇷 Buenos Aires, AR
- 🇨🇱 Santiago, CHL
- 🇨🇴 Cali, CO
Insigneo by the numbers
