Long-standing relationships with the world’s largest asset-management firms and portfolio managers give us a unique perspective and positions us to serve you. Our platform enables clients to seamlessly access global equities, fixed income, and money market instruments.
Along the way, our experts actively maximize your financial position by providing financial market research, reporting your investment performance, and liaising on your behalf with global banks, custodial institutions, and financial technology firms.
Investment Advisory
Our advisors will take the time to review and understand your financial situation and recommend a plan or a solution tailored to achieve your specific goals.
Wealth Planning & Insurance
Our professionals help you choose the appropriate structures for investing and managing your investments by creating customized strategies that help you preserve, enjoy and transfer your wealth.
Cash Management
Put your excess liquidity to work for you. Get competitive rates in money market instruments, including FDIC-insured money market products and other short-term investments.
Trading
Interested in buying stocks, bonds, or funds? We have you covered with access to global markets, trading relationships with numerous counterparties, and a highly capable multi-lingual product and trading team
Market Research
Stay at the leading edge of the latest news and developments in financial global markets. Receive our expert insights and thought leadership into products and trends.
Investment Management
We help manage your money based on your objectives and unique requirements including your risk tolerance, cash flow needs, and tax situation.
Financing
As a high-net-worth individual, you need trusted help in the process of acquiring funds, making purchases, or investing.
Lending Services
A platform for continuous
growth and innovation.
Investment services provided by friendly, knowledgeable investment experts using the best technologies available. Interact with us in your language and on your terms for a truly personalized experience
Connect securely and on-demand with your investment professional.
Get a simple report with consolidated assets.
Keeping you securely connected, from any device, anywhere you are in the world.
In today’s fast-paced environment with ever-changing opportunities and threats, Insigneo collaborates closely with our partners to provide you with the most personalized and simplified experience based on values and smart controls.
