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Financial services with you in mind

Long-standing relationships with many of the world’s largest asset management firms and portfolio managers give us a unique perspective.

Through our platform, clients access global equity, fixed income and money market instruments.

We provide financial market research, report your investment performance and liaise with global banks, custodial institutions and financial technology firms on your behalf.

Wealth Planning and Insurance

We help you choose the appropriate structures in which to invest and manage your investments. We create customized strategies that can help you preserve, enjoy and transfer your wealth.

Trading

You want to buy stocks, bonds, funds? With access to global markets, trading relationships with numerous counterparties and a highly capable multi-lingual product and trading team. We’ve got you covered.

Reporting

Working with multiple banks and custodians can create tremendous complexities and produce overlapping information. Insigneo uses technology and reporting platforms to consolidate your assets and investment performance in a digestible format.

Investment Advisory

Our advisors will take the time to understand your financial situation and recommend a plan or a solution tailored to your needs.

Investment Management

We will help you manage your money based on your objectives, risk tolerance, cash flow needs and tax situation.

Cash Management

Make your excess liquidity work for you. Get competitive rates in money market instruments, including FDIC-insured money markets products and other short term investments.

A platform for continuous
growth and innovation.

Real investment services provided by amiable and knowledgeable advisors using the best technologies available. Interact with us in your language and on your terms for a truly personalized experience.

Why Insigneo

Unparalleled client services.

In this high-paced culture, we work with our partners to provide clients with a more personalized experience of shared values with smart controls.

Research on Global Markets

Trading & Execution

Investment Advisory

Financing

Global Clearing & Custody

Access to top Asset Managers

Private Equity and Alternative Investments

Unparalleled client services.

In this high-paced culture, we work with our partners to provide clients with a more personalized experience of shared values with smart controls.

Research on Global Markets

Trading & Execution

Investment Advisory

Financing

Global Clearing & Custody

Access to top Asset Managers

Private Equity and Alternative Investments

Any Questions?