Overview
- The signed agreement covers VectorGlobal client accounts and its registered investment adviser, with completion targeted for the first quarter of 2026 subject to regulatory approvals.
- More than $4 billion in client assets from Chile, Mexico, Colombia, Ecuador, Peru, Venezuela, the United States and Canada would move to Insigneo, bringing its total assets under management to about $35 billion.
- Selected VectorGlobal investment professionals and support staff will be offered positions at Insigneo to support continuity of service for clients.
- Insigneo and Casa de Bolsa Finamex established a three‑year referral arrangement to handle offshore client accounts recently acquired by Finamex from Vector Casa de Bolsa.
- Expansión reports the deal follows FinCEN sanctions affecting Vector and Intercam that took effect on Oct. 20, a linkage not stated in Insigneo’s announcement.