Insigneo partners with Luma Financial Technologies
Insigneo, the wealth management firm, has partnered with Luma Financial Technologies to offer a more robust structured notes capabilities to it's 250 financial advisors.read more
Actualidad Insigneo
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Insigneo Celebrates Strategic Expansion with Acquisition of Riva Darno S.A. and Welcomes Sebastian Ballester in a New Advisory Role
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.read more
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Insigneo closes acquisition of PNC’s Latin American brokerage biz, names new market head.
The Miami-based firm's acquisition will allow it to expand its footprint in Texas and growing its Mexican client base.read more
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Insigneo introduces proprietary ‘Alia’ web-based platform.
Enabling investment professionals to manage client portfolios more effficiently. Alia is Part of Insigneo’s Commitment to Invest in Best-of-Breed Technology Solutions.read more
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‘El acuerdo con Citi no fue algo aislado’: CEO de Insigneo planea más adquisiciones en su impulso de M&A
“Probablemente debería verse más como un punto de partida”, dijo Raul Henriquez, presidente del consejo y CEO de Insigneo. “Sirvió tanto como catalizador para despertar el interés del capital institucional, como también como la razón lógica por la cual podríamos o deberíamos tocar sus puertas.”read more
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Insigneo lights up the Brickell skyline with its brand-new high-tech Insigneo sign
Today, Miami being one of the coolest and most thriving cities in America, it was a great honor to have Mayor Francis X. Suarez light up the Brickell skyline with its brand-new high-tech Insigneo sign atop an iconic building. A truly humbling moment.read more
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Citi and Insigneo Complete Sale of Citi’s International Personal Bank Business in PR and UY
Insigneo acquired Puerto Rico-based broker-dealer Citi International Financial Services, LLC (CIFS) and Citi Asesores de Inversion Uruguay S.A. (Citi Asesores).read more
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Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment
Led by Bain Capital Credit and J.C. Flowers, with participation from private investors, have agreed to make a significant minority investment of $100 million in the Company. The capital will be used to accelerate Insigneo’s growth and expansion strategy.read more
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Insigneo partners with $30bn firm to launch PE fund range
Insigneo Financial Group has joined forces with Boston-based investment firm SCS Financial to build its first range of private equity fund of funds.read more
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Insigneo Hosts Office Launch Event in NYC
Insigneo, the rapidly growing Miami-based Independent broker-dealer and Registered Independent Advisory (RIA) firm, has opened its doors at their new office location in Madison Ave, NYC.read more
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Female-Led Team Managing $800MM Joins Insigneo From Wells Fargo
Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated a new team of leading financial advisors who formed Green Grove Wealth Management.read more
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The path to independence
‘They don’t want to go to another wirehouse that then tells them they’ve decided that they no longer like international clients or that they’re no longer going to serve a particular jurisdiction.’ said Daniel de Ontañon, CEO of Miami- based Insigneo Financial Group, the largest independent advisor platform catering solely to international advisors.read more
