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International Wealth Management
Asset Management for International Clients
International Wealth Management
Asset Management for International Clients
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Translate:
Asset Management for International Clients
Asset Management for International Clients
Transatlantic Investment Partners was founded in 2015 primarily to offer investment advice and guidance for international families within the United States. The Principal Partner has decades of investment experience, through up and down markets with varying backgrounds in portfolio management, investment analysis and client service.
Tran
Transatlantic Investment Partners was founded in 2015 primarily to offer investment advice and guidance for international families within the United States. The Principal Partner has decades of investment experience, through up and down markets with varying backgrounds in portfolio management, investment analysis and client service.
Transatlantic Investment Partners and its Partners offer Investment Advisory, Brokerage, Insurance and Commodities Trading Advisory Services.
James Jiao is registered through Insigneo Asset Management LLC with the SEC as an Investment Advisor Representative, through Insigneo Securities LLC with FINRA as a broker-dealer Registered Representative, and through Transatlantic Investment Partners with the NFA as a Commodities Trading Advisor Principal and with the California Department of Insurance.
We offer our investment management and advice independent from the restrictions of any given bank or brokerage. We are the owners of the business. Therefore we are beholden to our clients and ourselves and not to a corporate hierarchy. We grew out of the enterprise banking and brokerage world and we are now free to look for the best solut
We offer our investment management and advice independent from the restrictions of any given bank or brokerage. We are the owners of the business. Therefore we are beholden to our clients and ourselves and not to a corporate hierarchy. We grew out of the enterprise banking and brokerage world and we are now free to look for the best solutions available for clients irrespective of who offers it. In addition to offering more services than before, we do not have to support a large corporate overhead. That allows us to pass on savings and cost efficiencies to our clients, creating a better value proposition.
Our major service partners are
- Insigneo Advisory Services LLC, Miami, FL ( Investment Advisory)
- Insigneo Securities LLC, Miami, FL (Brokerage Services) - https://www.insigneo.com
These firms provide us with compliance supervision and back-office operations.
Our affiliations give us access to custodian firms such as Charles Schwab -
Our major service partners are
- Insigneo Advisory Services LLC, Miami, FL ( Investment Advisory)
- Insigneo Securities LLC, Miami, FL (Brokerage Services) - https://www.insigneo.com
These firms provide us with compliance supervision and back-office operations.
Our affiliations give us access to custodian firms such as Charles Schwab - largest independent RIA custodian in the U.S., StoneX, Allfunds and others We believe we have an unparalleled offering of investment opportunities . We also have an established network of Trust and Insurance companies and can offer any of the banking services (such as credit/debit cards) that our partners provide.
James Jiao is the Managing Partner of TransAtlantic Investment Partners LLC. 30+ Years in Private Banking and Wealth Management Services. Started his career at Deutsche Bank in Germany. Portfolio Manager and Private Banking Group Manager in Spain and USA before joining Merrill Lynch in Miami, Florida in 1997. International Wealth Management Advisor, Producing Branch and Regional Sales Manager before assuming regional management responsibility as the Southwest International Complex Director in 2009, based in San Diego with offices in CA, AZ and TX. Retired from Merrill Lynch in 2015. Accreditations include Certified Investment Management Analyst and Trust & Estate Professional. Diplom-Kaufmann (German MBA Equiv.) from University of Mannheim and M.A. Economics Western lllinois University. Founded TransAtlantic Investment Partners originally as a Multi-Family Office. Holds FINRA Series 3, 7, 9, 10, 24, 63, 65, registrations and CA Insurance License.
Jim is a Registered Investment Advisory Representative affiliated with Insigneo Advisory Services LLC (a SEC-registered Investment Advisor, a Registered Branch Manager with Insigneo Securities LLC, a FINRA-registered Broker-Dealer and a Principal/Associated Person with Transatlantic Investment Partners LLC, a Commodities Trading Advisor registered with the NFA
Copyright © 2023 TransAtlantic Investment Partners LLC- All Rights Reserved.
DISCLOSURES:
This website ("Site") is operated and maintained by Transatlantic Investment Partners LLC ("TAIP").
TAIP is the registered dba for the partners listed above who are Investment Advisor Representatives ("IARs")of their respective Registered Investment Advisors ("RIAs"). Insigneo Advisory Services out of Miami, FL is the registered affiliate for Mr. Jiao and is
registered with the Securities and Exchange Commission ("SEC"). Securities offered through Insigneo Securities LLC, Member FINRA (www.finra.org) & SIPC (www.sipc.org).
Transatlantic Investment Partners is a registered Commodities Trading Advisor (CTA) with the NFA (National Futures Association( www.nfa.futures.org).
Nothing on this Site should be construed as a solicitation or an offer or recommendation to buy or sell any security, insurance or Futures contract. Advisory services are only provided to persons who become TAIP ("Clients") pursuant to a written agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, FURTHERMORE, ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. There can be no assurance that any claims made or shown on this site will lead to a positive investment return.
TAIP is not an affiliate nor are its partners employees of Schwab Advisory Services, or any other custodian we do business with.
Check the background of this investment professional on https://brokercheck.finra.org/individual/summary/2544249 and / or https://adviserinfo.sec.gov/individual/summary/2544249
Insigneo Advisory Services LLC's latest ADV filings can be found here:
https://reports.adviserinfo.sec.gov/reports/ADV/112706/PDF/112706.pdf
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