"Our aim is to be the best financial-services, wealth-management and private banking platform in Latin America," Insigneo's Rodolfo Castilla said.
Citi signs sale agreement with Insigneo
Upon completion of the announced sale, Citi would be absent from the Latam offshore market, while maintaining an important presence in Miami.
Insigneo adds ex-Citi operations expert to spearhead digitalization push
Mariela Arana joined the company as it embarks on a growth strategy with a laser-focused plan on digitalizing operations to provide an enhanced client experience.
Henriquez passes baton as Insigneo enters new growth phase
Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.
GIS, Northeast and Hencorp rebranded as Insigneo, a firm with USD 8 billion in client assets
Raul Henriquez is the CEO of Insigneo, the result of the integration of several companies: Global Investor Services, HB Asset Management, Alpha Capital, Hencorp Wealth Advisors, and the recently acquired Northeast Securities.