Equilibrar o capital intelectual com a inteligência emocional leva a decisões de investimento prudentes. Mantenha-se informado e à frente do jogo com os últimos eventos que movimentam o mercado em nosso escritório de CIO.
Notícias Recentes
Alia 2.0
Insigneo Unveils Alia 2.0: Powering Advisor-Centric Multi-Custody Connectivity
The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.
Sep 04, 2025
Citywire
Voices of the Citywire IWM Awards: Raul Henriquez on Insigneo’s journey and the future of wealth
Kicking off our Citywire International Wealth Management Awards video series, we interview Raul Henriquez, founder and CEO of Insigneo.
Aug 28, 2025
Citywire
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.
Apr 03, 2025
Insigneo Acquisition
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.
Dec 04, 2023
