Our history:
40 years of evolution.
Our regional operational hubs provide the multilingual support, jurisdictional expertise, and physical presence needed to navigate the global economy with confidence.
Strategic Partnership
Established a long standing 35-year alliance with BNY Pershing
The Birth of Insigneo
Unified GIS, HB Asset Management, Alpha Capital, Hencorp, and Northeast Securities into a single, powerhouse brand.
Institutional Investment
Secured a $100M growth investment from Bain Capital Credit and J.C. Flowers & Co.
Major Acquisitions
Successfully acquired Citi International Wealth Management vehicles and PNC's International Wealth Management assets.
Scaling the Platform
Acquired VectorGlobal WMG Assets (pending final regulatory approval).
