Comprehensive advisory and custom brokerage strategies for private wealth

At Insigneo, wealth management means more than managing a portfolio. We bring together a comprehensive range of investment, planning, and financial solutions — purpose-built for internationally minded clients who expect sophistication, flexibility, and a team that understands the complexity of managing wealth across borders. Whatever your goals, our advisors have the tools, the access, and the expertise to help you address them.

Investment management

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 > Explore I-maps
  • Separately Managed Accounts (SMAs), including Insigneo’s proprietary fixed income strategies
  • Unified Managed Accounts (UMAs) combining multiple strategies within a single account
  • Advisor-directed model portfolios

Global investment access

A comprehensive, open-architecture platform giving you access to a wide range of securities and markets — executed by a multilingual trading desk with relationships across global counterparties.

  • Equities, ETFs, and listed stocks across global markets
  • Fixed income instruments with access to numerous counterparties
  • Mutual funds — more than 160 options from leading asset managers
  • Structured products tailored to specific risk/return objectives
  • Options across major exchanges

Alternative investments

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
  • Access through iCapital, CAIS, Insigneo Private Products, and Insigneo Access

Wealth planning

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

Insurance & protection

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

Banking & credit solutions

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
  • Line of credit secured by offshore securities (Ocean Bank)
  • Karta — a premium Visa Infinite charge card designed for international clients, providing U.S. credit access and global rewards > Explore Karta | Insigneo Card