Insigneo offers services and technology designed to empower investment professionals and provide more effective management of client assets globally.
Mexico City, October 21 (However).- Insigneo Financial Group (I sign) announced this Tuesday the buy of the client portfolio of Vector Global Wealth Management Group and his Registered Investment Advisor. At the company of wealth management American acquired an asset worth four billion dollars with this operation.
“The acquisition will include the transfer of more than four billion dollars in client assets Chile, Mexico, Colombia, Ecuador, Peru, Venezuela, USA y Canadawhich will allow I sign reach a total of 35 billion dollars in client assets,” the business group indicated in a statement.
The financial operation represents another step in the consolidation of Insigneo as a services and technology manager to help investment professionals manage their clients’ assets globally. Its position in the international sphere is strengthened after the acquisition in 2022 of Citi’s international businesses in Puerto Rico and Uruguay, and the integration of PNC’s offshore accounts that serve Mexican clients in 2023.
We are taking a significant step forward in our vision of excellence! At Insigneo, we have agreed to acquire over $4 billion in client assets from Vector Global WMG. This deal will bolster our platform and strengthen our regional footprint across 8 jurisdictions. Expected to… pic.twitter.com/xRRvY1DU11
— Insigneo (@insigneogroup) October 21, 2025
“This transaction represents an important milestone in the implementation of Insigneo’s growth strategy,” said Raúl Henríquez, CEO and Chairman of the Board of Directors of Insigneo. “With this acquisition, we will reinforce and expand our geographic presence, we will strengthen our team to provide better service to our clients and we will reaffirm our firm’s commitment to Latin America,” he added.
Additionally, the transaction includes a three-year referral agreement between Insigneo and Casa de Bolsa Finamex for the referral and servicing of Finamex offshore client accounts, recently acquired from Vector Casa de Bolsa, who announced on October 1 the transfer of its client portfolio and assets to Finamex Casa de Bolsa.
The announcement occurs one day after the financial measures imposed by the United States (EU) against its parent company, Vector, along with Intercam and CIBanco, came into effect due to suspicion of money laundering in favor of drug trafficking.
The sanctions of the US Treasury Department against these brokerage houses are due to accusations of money laundering. The measure came into force as of this Monday, October 20, when the end of the last extension granted by the US Government was marked, so the prohibition of transfers or operations involving said Mexican financial entities in the American Union has been confirmed.
US authorities stressed that the aforementioned brokerage houses are “sources of primary money laundering concern in relation to illicit opioid trafficking.”
What is Insigneo?
“Insigneo is an international wealth management firm based in the US that offers services and technology designed to empower investment professionals in serving their global clients. Through personalized client solutions and an advisor-focused service platform, Insigneo offers a fully integrated, world-class wealth management platform,” is how the US-based company defines itself.
Insigneo supports approximately 280 investment professionals and 68 institutional firms serving more than 32 thousand clients worldwide.