Javier Rivero, President of Insigneo, and John Ward, Managing Director at BNY Pershing, joined Keith Black, Managing Director of RIA Channel to discuss the long-term partnership between Insigneo and BNY Pershing, as well as strategies for sustainable growth, talent development, and leveraging technology in wealth management.
Insigneo Financial Group is an independent wealth management firm based in Miami, offering a range of brokerage, advisory, and multi-custody services to international clients and financial professionals across the U.S. and Latin America.
The two firms have a strong partnership built on shared values, trust, and communication. BNY Pershing’s commitment to the Latin American market has enabled Insigneo to expand and serve clients in the region effectively, particularly in a space where larger banks have pulled back. Rivero said that their focus on a purpose-driven culture has allowed them to attract top talent and develop the next generation of advisors within their global ecosystem.
Having a “purpose-driven culture” helps the firm attract top talent across the globe. BNY Pershing’s culture aligns well with Insigneo’s and both are committed to investing in future skills as a critical driver of long-term business sustainability.
As both firms look to expand into the high-net-worth client segment, Rivero discussed the need for robust offerings, including operational excellence, holistic technology, and satellite wealth services such as estate planning and insurance.
BNY Pershing will continue to support Insigneo as they endeavor to become more agile, listening to client needs and delivering enterprise solutions that meet clients’ long-term objectives.