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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.
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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 and Insurance Services.
James Jiao is registered through Insigneo Advisory Services LLC with the SEC as an Investment Advisor Representative and through Insigneo Securities LLC with FINRA as a broker-dealer Registered Representativel and with the California Department of Insurance.
We offer our investment management and advice customized and independently. 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 irrespect
We offer our investment management and advice customized and independently. 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., Pershing LLC, StoneX, Allfunds and others We believe we have an unparalleled offering of investment opportunities . We also have an established network of Trust and Insurance partners and can offer any of the banking services (such as credit/debit cards) that Insigneo's custodial partners provide.
TAIP / James Jiao receive no compensation for banking or trust partner referrals.
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) and a Registered Branch Manager with Insigneo Securities LLC, a FINRA-registered Broker-Dealer
Copyright © 2023 TransAtlantic Investment Partners LLC- All Rights Reserved.
DISCLOSURES:
This website ("Site") is operated and maintained by Transatlantic Investment Partners LLC ("TAIP").
Transatlantic Investment Partners (“TAIP”) is the Doing Business As entity, through which James Jiao, registered representative of Insigneo Securities (“IS”), LLC and Insigneo Advisory Services (“IAS”), LLC conducts his securities and investment advisory activities. TAIP is not itself a broker dealer or an investment advisor. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions, principally in Latin America. Brokerage products and services are offered through Insigneo International Financial Services, LLC, headquartered in Puerto Rico, and through Insigneo Securities, LLC, headquartered in Miami. Both are members of the Financial Industry Regulatory Authority (FINRA) and Securities Investors Protection Corporation (SIPC). Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the Securities and Exchange Commission. In Uruguay, advisory services are offered through Insigneo International Asesores de Inversion Uruguay, SA, Insigneo Asesores de Inversion Latam, SRL, and Insigneo Asesores de Inversion de Uruguay, SRL, in Argentina through Insigneo Argentina, SAU, and in Chile through Insigneo Asesorias Financieras, SPA. Collectively, these eight operating businesses make up the Insigneo Financial Group. To learn more about the Broker Dealers including their conflicts of interest and compensation practices, please go to https://insigneo.com/disclosures/or via www.finra.org. To learn about Insigneo Advisory Services, LLC and any conflicts related to its advisory services, please see its Form ADV and brochure which can be found at Investment Advisor Public Disclosure website https://adviserinfo.sec.gov/
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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