Advisory Mandates

We advise clients in making investment decisions for their portfolios, based on their financial goals and risk profile.

We offer investment accounts in Panama and The Bahamas, acces to financial instruments in multiple currencies and local and global custody, as well as execution in local and international markets through our robust network of counterparties.

Managed Accounts

Our tailor-made managed account solutions allow us to make timely investment decisions for our individual clients, providing them with integral advisory and the developpment of a financial plan that fits their objectives and risk profile.

Benefits of managed accounts for individual clients

-Delegation of investment management decisions

-Focused investment porfolio

-Diversified multi-asset or single asset strategies

-Dynamically adaptive asset allocation

-Risk Management

-Consistently implemented investment policy

Markets and Trading

Our open architecture platform gives access to financial instruments in multiple currencies and Panamanian, regional and global custody, as well as exectution in Panamanian and international markets through our robust network of counterparties.

Our clients can access the Panamanian securities market, regional markets like El Salvador, Costa Rica and Nicaragua, and the main international securities exchanges including the US (New York Stock Exchange and NASDAQ), London, Germany, Canada, Switzerland, Japan, Shanghai, among others.