Insigneo

As our 2025 Summer Internship Program comes to a close, we want to extend a heartfelt thank you to this exceptional group of interns. Over the past eight weeks, they brought fresh perspectives, curiosity, and incredible energy to every challenge and conversation, making tangible contributions to key projects. From engaging with senior leadership to immersing themselves in vital areas of our business—including investment strategy, data science, and advisor insights—they truly made the most of every opportunity. We're incredibly proud of all they've accomplished and excited to see the amazing things they'll do next in their journeys. Thank you for spending your summer with us. Once an intern, always part of the team! #Insigneo #SummerInternship #FinanceCareers #LeadershipDevelopment #WealthManagement Andrea Maestre Juan Andres Miguel Mariangella Gutierrez Jose Vicente Trujillo Marc Dabby Lucas Pentenero Joseph Poon Tip Lucia Miguel Borja JJ Lawrence Albert Philion Valentino Marinho-Delzoppo Croce Parisi Juan Andres Mendoza Lorenzo Vinueza Marcello Zaffaroni  

Weekly Tuesday Morning Podcast | Market and Economic Updates. Remember by subscribing to this podcast, you will automatically receive the latest episodes downloaded to your computer or portable device. Spotify: https://bit.ly/3WP7Xez   Apple Podcasts: https://bit.ly/4aKdw3U #insigneo #insigneoTV #meeting #markets #trading Mauricio Viaud

We’re thrilled to share that Insigneo Advisory Services has been selected among USA TODAY’s Best Financial Advisory Firms of 2025.    Developed in partnership with Statista, this ranking highlights the top 500 firms based on the growth of their Assets Under Management (AUM) over both the short and long term, and on the number of recommendations received from clients and industry peers.    “This achievement is a testament to our firm’s commitment to our advisory business and supporting our financial advisors as they help their clients achieve their goals, and to the trust they place in us every day. We thank USA Today and Statista for this honor, which inspires us to continue raising our standards of excellence”, - Javier R., President and COO of Insigneo    We want to take this moment to thank our financial advisors, partners, clients, and colleagues whose trust, dedication, and collaboration make achievements like this possible.    👉 Read more in the full USA Today article: https://lnkd.in/gVfh_PBb    #Insigneo #InsigneoAdvisoryServices #FinancialAdvisory #USAToday #FinancialAdvisors #WealthManagement 

“Market Musings”, our weekly dispatch on markets, the economy, and investment-related topics is here! 📈 𝗧𝗵𝗶𝘀 𝘄𝗲𝗲𝗸, 𝘄𝗲 𝗱𝗶𝘃𝗲 𝗶𝗻𝘁𝗼: Exploring the YPF-Burford Capital Saga  • The YPF-Burford litigation stems from Argentina’s 2012 nationalization of YPF, with Burford now leveraging a USD 16.1bn judgment to pressure for a settlement, which could potentially involve sovereign bonds rather than actual control of YPF.  • Despite being at the center of the case, YPF appears to have no legal liability. Markets and recent credit upgrades appear to reflect the view that a forced transfer of 51% of state-owned shares is improbable.  • While headline risk may persist, YPF’s fundamentals remain intact, supported by sovereign tailwinds, strategic investment in Vaca Muerta, and continued infrastructure expansion. 👉 𝗦𝘁𝗮𝘆 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗧𝗲𝗮𝗺. 📌 Read the full Weekly Market Musings: English: https://lnkd.in/gXU4-3GV Spanish: https://lnkd.in/gbY-3AjS #Insigneo #WeeklyDispatch #Markets #InvestmentInsights Mauricio Viaud Melissa Ochoa Cárdenas

It was especially meaningful to welcome the next generation of leaders from Christopher Columbus High School to our office, especially with many of our colleagues being proud alumni! Throughout the day, students gained real-world insights into global finance, hearing directly from our teams in Investment Research, Portfolio Management, Trading, Wealth Advisory, Client Relations, Technology, and Human Capital. The agenda was designed to ignite their curiosity and help them explore potential career paths. A sincere thank you to everyone who shared their time and expertise, and to the team at Christopher Columbus High School for making this valuable connection possible. The future is indeed in good hands! Sebastian Lopez Ethan Allende Lucas Easley Alexander Fernandez Diego Landaeta  Nicolas Miranda Martin Iparraguirre Orlando Miguez Thomas Fuentes Adrian Gonzalez-Lemus #Externship #FutureLeaders #Insigneo #FinanceEducation #Mentorship #ColumbusHS Anabelle Teves Ahmed Riesgo Jose A. Salazar Alain Guerra Mariela Arana Marcus Castro Christian Watson

Leadership Conversation: Javier Rivero with BNY Pershing and RIA Channel Javier Rivero, our President and COO, joined John Ward, Managing Director at BNY Pershing, for a high-level conversation moderated by Keith Black of Ria Channel- as part of the first interview installments of #INSITE25 featuring key industry leaders. The interview highlighted Insigneo’s continued commitment to empowering Financial Advisors through partnership, purpose, and innovation. The interview highlighted main key points such as: ▶️ The strength of our long-standing partnership with Pershing, which supports our cross-border model ▶️ The importance of building a purpose-driven culture that attracts and retains top global talent ▶️ Our focus on providing a high-touch, advisor-first ecosystem built on trust and long-term value Catch the full conversation at the link below: https://lnkd.in/e7RBTu3Y Courtesy of RIA Channel. We’re proud to continue building a platform where people, innovation, and global impact come together. #Insigneo #Pershing #WealthManagement #FinancialAdvisors #Leadership #CrossBorderInvesting #INSITE25

Weekly Tuesday Morning Podcast | Market and Economic Updates. Remember by subscribing to this podcast, you will automatically receive the latest episodes downloaded to your computer or portable device. Spotify: https://bit.ly/3WP7Xez   Apple Podcasts: https://bit.ly/4aKdw3U #insigneo #insigneoTV #meeting #markets #trading Ahmed Riesgo

“Market Musings”, our weekly dispatch on markets, the economy, and investment-related topics is here! 📈 𝗧𝗵𝗶𝘀 𝘄𝗲𝗲𝗸, 𝘄𝗲 𝗱𝗶𝘃𝗲 𝗶𝗻𝘁𝗼: The Quest for Quality in Equity Markets  • “Quality” in equity markets refers to an investment style focused on a company’s financial health, sustainability of earnings, and a strong competitive position. This includes factors like low debt levels, strong cash flow, and predictable operating margins.  • Traditionally, Quality companies were found in sectors like Consumer Staples, Healthcare, Utilities, and Financials. However, in recent years, the Technology sector has also gained prominence in Quality-oriented investments.  • It is important to diversify within the Quality investment style, especially given the relatively high valuations of U.S. Quality stocks. International equities, which may offer Quality at more attractive valuations, offer a reasonable complement to existing portfolios. 👉 𝗦𝘁𝗮𝘆 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗧𝗲𝗮𝗺. 📌 Read the full Weekly Market Musings: English: https://lnkd.in/gcs5jq75 Spanish: https://lnkd.in/gS9GcxU6 #Insigneo #WeeklyDispatch #Markets #InvestmentInsights Mauricio Viaud

Bringing Our Values to Life. The Insigneo Experience Promise is our commitment to living the core principles that guide our interactions with our network of Advisors in tangible ways every day. By embracing Timeliness, Respect, Uniqueness, Ownership, and Transparency, we create meaningful relationships and deliver service that reflects who we are as a firm. Take a look at how our team members experience and apply these principles in their own words. #Insigneo #ExperiencePromise #Respect #LeadershipVoices #WorkCulture Andrés Ashton Juliana M. Jorge Andres Lopez Davide De Nunzio Ceccarello Yesica C.

Weekly Tuesday Morning Podcast | Market and Economic Updates. Remember by subscribing to this podcast, you will automatically receive the latest episodes downloaded to your computer or portable device. Spotify: https://bit.ly/3WP7Xez   Apple Podcasts: https://bit.ly/4aKdw3U #insigneo #insigneoTV #meeting #markets #trading Ahmed Riesgo