Insigneo, a dynamic global wealth management firm, is delighted to unveil the opening of its flagship office in Houston, Texas. This occasion marks a significant milestone for Insigneo as it materializes its presence in Texas.
The inaugural event served as both the opening of Insigneo's new office and the 2024 Q2 Quarterly Call. This dual-purpose gathering brought together clients, leadership team, and peers, providing an opportunity to explore the new office environment and gain valuable insights directly from Insigneo’s CIO, Ahmed Riesgo.
The event, which commenced on April 10th, featured a reception that included a ribbon-cutting ceremony, followed by insightful speeches from Raul Henriquez, Chairman and CEO of Insigneo Financial Group, and Lic. Maria Elena Orantes Lopez, Consul General of Mexico. The evening concluded with a delightful spread of cocktails and hors d'oeuvres, fostering valuable networking opportunities among attendees.
This expansion underscores Insigneo's dedication to extending its services to the Mexican clientele and broadening its geographic footprint across Texas. Following the acquisition by PNC, Insigneo has strategically expanded its presence, with additional locations in San Antonio, El Paso, Laredo, and San Diego.
"This moment marks a significant milestone in our journey as an investment firm, expanding our reach and commitment to serving our clients with excellence and dedication," said Maria G. Hernandez, Insigneo Market Head Texas/US SW. "As we embark on this new chapter, we are grateful for the opportunity to further strengthen our presence in this vibrant city and contribute to its thriving financial landscape. With the support of our talented team and the trust of our clients, we look forward to achieving even greater success together.”
This expansion highlights Insigneo's commitment to international wealth management, driven by state-of-the-art technology and continuous innovation. With a focused global wealth management approach and solid leadership in the industry, Insigneo is well-positioned to meet the evolving needs of its clients.
About Insigneo:
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth management platform. With over $25B in supported customer assets, Insigneo empowers more than 500 investment professionals serving over 33,000 clients. For more information, visit www.insigneo.com.
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Contacts
Deborah Hartmann
Newlink Group
deborah.hartmann@newlink-group.com
