along with you.
Insigneo makes it simpler for investment professionals and their clients globally.
Access to market guidance, innovative solutions, expert teams, and streamlined processes, designed to provide a personalized experience to maximize your financial position across all stages of your life.
Insigneo is known as the leading international wealth management firm offering a complete suite of services and technologies that empower investment professionals to serve their clients globally.
*Insigneo research as of Q2 2024
Supported Client Assets*
+26b
Active Clients*
+31k
Investment professionals*
+250
Institutional firms*
+60
1985
HENCORP: WHERE IT ALL BEGAN
For over 30 years, the Hencorp Group of Companies has provided a diverse range of financial services to a global client base, including futures and securities brokerage, corporate finance, asset management, and private equity.
2000
HENCORP SECURITIES BECOMES GIS
Hencorp Becstone Securities became Global Investor Services (GIS) to support financial institutions and investment professionals providing international wealth management services, primarily in Latin America. This provided the necessary framework for Insigneo to scale the business.
2005
ANOTHER MILESTONE: ALPHA CAPITAL
Serving primarily as a private equity fund of funds manager, Alpha Capital has raised and managed several vintage funds, representing commitments exceeding $350 million.
2011
HENCORP ENTERS MULTIFAMILY ASSET MANAGEMENT
Hencorp’s expansion to provide a comprehensive professional multifamily asset management practice provided the powerful platform necessary for Insigneo to offer customized solutions tailored for ultra-high-net-worth families and individuals.
2017
INSIGNEO IS BORN!
Insigneo arises from the integration of the proven platforms, service-driven culture and collective experience of several trusted industry disruptors – Global Investor Services, HB Asset Management, Alpha Capital, Hencorp Wealth Advisors, and the recently acquired Northeast Securities.
2022
KEY MILESTONE: $100MM INVESTMENT
Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, announced a significant minority investment of $100 million into Insigneo. The capital will be used to further accelerate Insigneo’s global growth and expansion strategy.
2023
CITI ACQUISITION
Insigneo acquired Puerto Rico-based broker-dealer Citi International Financial Services, LLC (CIFS) and Citi Asesores de Inversion Uruguay S.A. (Citi Asesores).
2024
PNC ACQUISITION
Insigneo successfully completed the acquisition of PNC’s Latin American Brokerage and Advisory Business.
like no one else.
Insigneo is distinguished by its strong global footprint and management team with over 300 years of combined experience in the most complex global financial markets. Most notably, Insigneo has a unique understanding of global jurisdictions and how to efficiently work within their complex frameworks to achieve goals and maximize your financial success.
