Author: Yesica Costucica

Insigneo Attracts Founding Member of $6 Billion Raymond James Team

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Insigneo, a leading international wealth management firm, welcomes The Americas Financial Group, a newly formed team led by José Cabrera Sr., alongside José Cabrera Jr. and Kristina Cabrera. The launch of their independent venture under Insigneo’s platform marks a key move in the international wealth management landscape, following their recent separation from The Americas Group of Raymond James.

With more than 30 years of experience advising ultra-high-net-worth individuals and institutions across the English-speaking Caribbean region, the team has built a legacy of trust, integrity, and deep client relationships. Prior to Raymond James, the trio built their careers at other industry-leading firms such as Smith Barney and Morgan Stanley.

“This move represents both a continuation and a transformation of our legacy,” said José Cabrera Sr., new Managing Director and Founder of The Americas Financial Group at Insigneo. “We are excited to embark on this new chapter and look forward to deepening our client relationships through Insigneo’s global capabilities and comprehensive platform”, added José Cabrera Jr., now Executive Director at Insigneo.

They will leverage Insigneo’s robust infrastructure and its custodial relationships with BNY Pershing and Goldman Sachs to expand their reach and continue delivering even more comprehensive wealth management solutions to their clients. The firm’s open-architecture model offers access to a wide range of products and services tailored for high-net-worth individuals and institutions alike.

“We are very pleased to welcome The Americas Financial Group team,” said José Salazar, Market Head at Insigneo. “They bring deep experience, regional expertise, and strong client relationships that align perfectly with our culture and long-term growth strategy. Their addition reinforces our commitment to expanding and strengthening our presence across key international markets.”

The new venture cements Insigneo’s position as market leader in attracting top-tier, well established wealth management teams seeking a sophisticated platform with true global reach. The move also reflects the firm’s continued momentum in expanding its presence across high-potential markets throughout the Americas.

 

 

About Insigneo  

Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $30 billion* in supported customer assets, Insigneo empowers more than 300 investment professionals and 68 institutional firms serving over 32,000 clients. For more information, visit www.insigneo.com

(*as of Q4 2025)

Insigneo Wins Three IWM Awards at the 2025 Citywire Ceremony

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Miami, FL – November 11, 2025

Insigneo was honored with three major distinctions at the 2025 International Wealth Management Awards hosted by Citywire, a leading industry publication. Winners were announced on Thursday, November 6, during an exclusive ceremony held in Miami, FL.

The awards celebrate outstanding achievements across the global wealth management sector — spanning corporate performance, individual excellence, and high-performing investment teams in the offshore space.

Under the corporate category, Insigneo was named Best International Platform of 2025 — recognizing the firm’s commitment to innovation, technology, and an advisor-first model, alongside its robust cross-border capabilities.

 

Two additional distinctions spotlighted the strength of Insigneo’s network of investment professionals:

 

  • Minerva A. Santos, Managing Director at Insigneo, was named Best Wealth Manager – Texas for the second consecutive year, honoring her exceptional client service and market leadership.

 

  • DM Wealth Management, a women-led team within the Insigneo network, received the award for Best Women-Led Team, acknowledging their excellence and growing influence in the industry.

“These awards are a powerful reflection of the people who bring Insigneo to life,” said Javier Rivero, President & COO. “From platform innovation to local leadership and team excellence, we’re proud of the professionals who represent our values and elevate the client experience every day.”

These new wins build on the firm’s momentum from last year, when Insigneo was named 2024 Best Independent Wealth Manager, with additional awards for Minerva A. Santos (Best Wealth Manager – Texas) and Tenet Global Advisors (Team Excellence Award).

This continued recognition reinforces Insigneo’s leadership in the global wealth management space — driven by talent, technology, and an unwavering commitment to empowering advisors and serving clients across borders.

INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America

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Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America

 

Miami, FL – October 21, 2025 – Insigneo Financial Group (“Insigneo”), a leading U.S.-based international wealth management firm, today announced it has agreed to acquire the client accounts of Miami-based wealth management and institutional brokerage firm VectorGlobal Wealth Management Group (“VectorGlobal WMG”) and its Registered Investment Advisor (“VectorGlobal IAG”). The transaction is subject to customary regulatory approvals and is expected to close in Q1 2026. Terms of the transaction were not disclosed.

The acquisition will include the transfer of over $4 billion in client assets from Chile, Mexico, Colombia, Ecuador, Peru, Venezuela, the United States, and Canada, which would allow Insigneo to approach $35 billion in total client assets. VectorGlobal investment professionals and selected support staff will be offered positions within Insigneo.

Additionally, the transaction includes a three-year referral agreement between Insigneo and Casa de Bolsa Finamex for the referral and servicing of Finamex’s offshore customer accounts, recently acquired from Vector Casa de Bolsa.

“This transaction represents an important milestone as we carry out Insigneo’s growth strategy,” said Raul Henriquez, Insigneo’s CEO and Chairman of the Board. “With this acquisition, we will reinforce and expand our geographical footprint, strengthen our team to better serve our clients, and reaffirm our firm’s commitment to Latin America.”

“For more than 30 years, VectorGlobal has proudly served Latin American investors through a culture of excellence, ethics, and trust,” said Edgardo Cantu, Member of the Board of VectorGlobal. “We are confident that this transition will further strengthen the opportunities available to our clients and teams, under an institution that shares the same values and long-term vision.”


Reinforcing Insigneo’s Commitment to Latin America and advisor-centric model

The acquisition represents another key step in Insigneo’s growth trajectory, marking its third major transaction since 2022 — following the acquisition of Citi’s international businesses in Puerto Rico and Uruguay (2022), and the integration of PNC’s offshore accounts serving Mexican clients (2023). This sustained growth in the region reflects Insigneo’s clear commitment to establishing a leadership position within the Latin American wealth management market, while many large U.S. financial institutions have deemphasized their presence in the region.

Insigneo’s success is rooted in its advisor-centric model; its pan-American, multicultural DNA; and its continuous investment in technology.

The firm recently launched Alia 2.0, a proprietary multi-custody digital platform designed to streamline daily operational processes and enhance advisor productivity.

 

About Insigneo

Insigneo is a U.S.-based international wealth management firm that offers services and technology designed to empower investment professionals in serving their global clients. Through personalized client solutions, and advisor-centric service platform, Insigneo provides a fully integrated, world-class wealth management platform.

Insigneo supports approximately 280 investment professionals and 68 institutional firms serving more than 32,000 clients globally.

For more information, visit www.insigneo.com.


About VectorGlobal

VectorGlobal is a group of financial companies, including a brokerage firm and a Registered Investment Advisor. VectorGlobal was founded 32 years ago, devoted to providing Latin American investors and institutional clients with high quality services. Headquartered in Miami, FL, with offices and alliances in the United States, Canada, Chile, Colombia, Ecuador, Peru and Venezuela, the firm supports more than 6,000 clients and over US$4 billion in assets under management. Over its history, VectorGlobal has established a reputation for professional excellence, integrity, and a personalized approach driven by regionally savvy investment advisors.

Insigneo Unveils Alia 2.0: Powering Advisor-Centric Multi-Custody Connectivity

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The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.

 

Miami, FL – September 4th, 2025 – Insigneo, a leading global wealth management firm, has officially launched Alia 2.0, a next-generation technology platform designed to streamline and modernize the way investment professionals manage their practices. This proprietary solution brings together important elements of the advisor workflow into one cohesive digital environment, empowering users with greater clarity, control, and efficiency.

Originally introduced in November of 2022 as a web-based financial services CRM for portfolio visibility and onboarding, Alia has since evolved into a strategic technology ecosystem that now powers core operations across Insigneo’s global network. The launch of Alia 2.0 marks a significant milestone in that evolution, delivering new capabilities and laying the foundation for future innovation.

Unlike legacy systems that force advisors to toggle between fragmented platforms, Alia 2.0 was built to eliminate the “swivel chair” by providing a unified advisor experience. Through single sign-on access, advisors can now manage client onboarding and servicing across custodians, compliance, and execution, from a centralized workspace. The platform integrates best-in-class technologies, including tools for real-time data validation, automated workflows, and configurable dashboards, curated and embedded to align with the evolving needs of today’s investment professionals.

“As the wealth management industry becomes more complex, the need for purposeful, integrated technology has never been greater,” said Javier Rivero, President and Chief Operating Officer at Insigneo. “With Alia 2.0, we’re delivering a powerful platform that supports financial professionals in their day-to-day, enhancing transparency, increasing speed, and strengthening the advisor-client relationship at every step.”

Multi-custody functionality is at the heart of the Alia 2.0 experience, offering advisors seamless visibility across accounts and custodians. Designed with scalability in mind, the platform will continue to evolve in the coming months with additional features focused on account opening, third-party integrations, and portfolio-level insights, ensuring Alia 2.0 remains a future-ready solution for a rapidly shifting industry.

“Alia 2.0 is a purpose-built platform that removes complexity and delivers precision,” said Vikas Saxena, Chief Technology Officer at Insigneo. “Supported by Salesforce and integrated with applications like Orion, Luma and InEx Trade, Alia creates a single workspace where advisors can open accounts, manage compliance (including KYC and AML), track SLAs, and deliver client-ready reports—all from one location. It’s not just a system; it’s an ecosystem designed to grow with the advisor.”

With the launch of Alia 2.0, Insigneo reaffirms its long-term commitment to investing in technology that empowers financial professionals. More than a platform, Alia 2.0 represents the firm’s belief that better tools lead to enhanced practice management and better outcomes for clients.

About Insigneo
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $27.4B* in supported customer assets, Insigneo empowers more than 300 investment professionals and 65 institutional firms serving over 32.000 clients.. For more information, visit www.insigneo.com

(*) as of Q2 2025

Insigneo Celebrates Strategic Expansion with Acquisition of Riva Darno S.A. and Welcomes Sebastian Ballester in a New Advisory Role

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We are delighted to announce that Insigneo has successfully completed the acquisition of Riva Darno S.A.,  soon to be known as Insigneo Gestor International S.A., marking yet another significant milestone in our firm’s growth trajectory and reaffirming our dedication to continuity in the region.

Sebastian Ballester, former Director of Riva Darno S.A, will continue his association with Insigneo as an Investment Professional. Moreover, Sebastian will remain a shareholder of Insigneo within our advisor cohort with a permanent seat on the Partner Advisory Board in Uruguay. His ongoing focus on Insigneo’s success and strategic contributions will continue to shape the future direction, a testament to his belief in our vision and potential.

Assuming a new advisory responsibility to drive Insigneo’s growth in the Southern Cone, Sebastian will assist the M&A and Market Head teams in identifying growth opportunities within the region in a non-management capacity to ensure clarity and focus within the organization.

We are confident in his success and extend our best wishes to Sebastian in his new endeavors.

 

More about Insigneo

 

Over the past year, Insigneo has been taking steps to shore up its leadership team to help its expansion efforts. In May, the group hired Alfredo Maldonado to lead its business in New York and later recruited Carlos Mejia for the newly created role of head of M&A in September and  Michael Averett as chief revenue officer was also part of this initiative.

Insigneo also revealed it had added over 36 advisors to its international network in 2023, including several experienced advisors from Morgan Stanley as well as others from Merrill Lynch and Oppenheimer.

The firm’s growth push also saw it open four new US offices last year in Coral Gables, Fl., San Diego, Calif., San Antonio and Laredo, Texas, and one in Colombia in Cali. Insigneo also opened an office of supervisory jurisdiction (OSJ) in Houston, Texas, the group said.

These new locations are in addition to Insigneo’s existing US offices in Miami Fl., New York, N.Y., San José (Puerto Rico) and in Latin America in Montevideo, Buenos Aires, Santiago.

The Miami-based firm manages more than $24bn in assets and supports more than 440 advisors who cater to international clients, with a particular focus on wealthy investors in Latin America.

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