Wealth management
Built around the family, not the product.
One screening standard applied to the operating company, the direct deal and the liquid portfolio — so a resort in Cartagena and a technology position can be compared on the same page.
What it covers
The whole balance sheet, not the slice a bank sees
Most families are advised on the 20% of their wealth that is liquid and left alone on the 80% that is operating businesses, property and private positions. Insignia starts from the full picture, because that is where the concentration risk actually lives.
A screening standard, written down
Every direct opportunity — a development, an operating stake, a venture — goes through the same questions: who operates it, what is the downside if the thesis is wrong, what does exit look like, and what is the family's real exposure once correlations with the existing business are counted.
Direct access to the platform, without obligation
Families in the office see the deals Insignia and its consortium are doing across five disciplines. Seeing them is part of the mandate; taking them never is.
Reporting a principal can read in five minutes
One consolidated view across entities, currencies and countries, in the family's own language, on the cadence the family sets — not a quarterly deck nobody opens.
Coordination with the bankers you already have
Insignia does not custody assets and does not need to replace a private bank. It sits above them, which is precisely why it can say when a product is being sold rather than recommended.
Questions