Who
we are

We are an international firm dedicated to giving you the wealth management capabilities and resources you need, with the personalized care you deserve.

Based in Miami, we provide financial services within a U.S. regulated ecosystem combined with an understanding of regional markets in the Americas to help guide your wealth management journey*.

*Investing involves risk, including potential loss of principal.
Our manifesto

Our
values

  • Trust

    in a U.S.-based firm committed to the Americas and beyond.

  • Flexibility

    to build and navigate wealth across borders.

  • Access

    to global markets and offshore capabilities.

  • Connection

    from multicultural experts with local insight and a human-centered approach.

Our history:
40 years of evolution.

1990

Strategic Partnership

Established a long standing 35-year alliance with BNY Pershing.

2017

The Birth of Insigneo

Unified GIS, HB Asset Management, Alpha Capital, Hencorp, and Northeast Securities into a single, powerhouse brand.

2022

Institutional Investment

Secured a $100M growth investment from Bain Capital Credit and J.C. Flowers & Co.

2022-2023

Major Acquisitions

Successfully acquired Citi International Wealth Management vehicles and PNC's International Wealth Management assets.

2025

Scaling the Platform

Acquired VectorGlobal WMG Assets.

2026

Rebranding

Insigneo Wealth company logo

Insigneo by the numbers

*The number of Investment Professionals is determined based on individuals across the various jurisdictions in which Insigneo’s legal entities operate.
**Insigneo research approximately as of June 2nd, 2026

Our team:
Leadership with global vision.

Meet the team