Insigneo Delivers A Simpler Approach To Global Investing

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Below is our recent interview with Javier Rivero, Chief Operating Officer of Insigneo:

Q: Could you provide our readers with a brief introduction to Insigneo?

A: We are a financial services company, very focused in LATAM. Our focus on evolving client challenges helps us to continuously develop an array of high-impact advisory and investment services aimed at generating positive results. We constantly search for new investment models and products to stay ahead of the market. We are committed to long term client relationships, focused on their success and prosperity, by establishing processes that better understand their needs and aspire to provide personalized and best-in-class services and solutions.

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Q: Can you give us more insights into your services?

A: 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. We provide wealth planning and insurance, trading, reporting, investment advisory, investment management, and cash management.

Q: Who is your ideal client and why?

A: Our ideal client is someone that is a US Resident and or anyone living outside of the United States, primarily in the Latin American markets.

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Q: What can we expect from Insigneo in next 6 months? What are your plans?

A: Insigneo is in rapid growth mode, we are going to move our headquarters in Miami to a new building carrying our brand, we will continue to attract top talent from the large wirehouses and will be looking at some strategic acquisitions in the future.

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