Insigneo Financial Group announced it has agreed to acquire the client accounts of VectorGlobal Wealth Management Group (VectorGlobal WMG) and its registered investment adviser affiliate, VectorGlobal IAG.
The deal is expected to close in the first quarter of 2026, subject to customary regulatory approvals. It is projected to transfer more than US$4 billion in client assets from Chile, Mexico, Colombia, Ecuador, Peru, Venezuela, the United States, and Canada. With this acquisition, Insigneo’s total client assets would approach $35 billion.
Under the terms of the deal, while specific financial details were not disclosed, select investment professionals and support staff from VectorGlobal will be offered positions within Insigneo. The transaction also includes a three-year referral agreement between Insigneo and Casa de Bolsa Finamex to service offshore customer accounts recently acquired by Finamex from Vector Casa de Bolsa.
This move marks Insigneo’s third significant transaction since 2022, following the acquisition of Citi’s international businesses in Puerto Rico and Uruguay in 2022 and the transfer of PNC’s offshore accounts serving Mexican clients in 2023. The firm positions this acquisition as reinforcing its advisor-centric model, Pan-American heritage, and technology investments.
KEY QUOTES:
“This transaction represents an important milestone as we carry out Insigneo’s growth strategy. With this acquisition, we will reinforce and expand our geographical footprint, strengthen our team to better serve our clients, and reaffirm our firm’s commitment to Latin America.”
Raul Henriquez, CEO & Chairman of the Board, Insigneo Financial Group
“For more than 30 years, VectorGlobal has proudly served Latin American investors through a culture of excellence, ethics, and trust. We are confident that this transition will further strengthen the opportunities available to our clients and teams, under an institution that shares the same values and long-term vision.”
Edgardo Cantu, Member of the Board, VectorGlobal Wealth Management Group
