English 
Español We are your partner for financial innovation
Indigo Wealth Management S.A is a Panamanian and British owned wealth management and securities adviser with a unique offering to our global clientele.
Our use of pioneering technology, innovation and experience provides investment advice which is genuinely bespoke to the diverse demands of our clients.
Through the use of third-party technology, independent research and a true global whole of market approach, our clients receive the highest quality of advice from our highly qualified investment team based on your appetite to investment risk and desired returns.
Our history
Our management team has been serving our valuable clients investments since the 1980s. Most of these clients are still clients to this day. We believe in the highest level of service and professional standards for our clients.
Panama City was the chosen destination for opening our global operation, not only because of its central location in Central and South America, but also because of the opportunities available for our services and clients in this region. After extensive market research, the board made the decision that our experience and professionalism would have the biggest positive impact on the local market, while also bringing top-tier financial planning to new prospective clients.
At Indigo Wealth Management, we believe that everyone deserves the opportunity to achieve their financial goals. That’s why we’re committed to using our expertise and resources to help you make the most of your money.
Our Beliefs
We believe that the power of people and capital can be used to create a better world for all of us. That’s why we’re committed to investing in sustainable instruments that are making a positive impact on the planet.
We also believe that it’s important to build strong relationships with our clients and partners. That’s why we’re committed to providing personalized service and advice that meets your individual needs.
We’re proud to be a part of the Indigo Wealth Management community. Together, we can make a real difference in the world.
The
management
team
The Investment Team and Board of Directors has been selected in pursuit of excellence, like-minded individuals with the capacity to offer the highest standards of wealth management expertise from across the globe. The multidisciplinary, multijurisdictional team has vast experience in private equity, financial planning and investment management, legal and compliance services, investment banking and the structuring and implementation of new financial products.
Our Board of Directors and Management Team has overseen management of assets over $1trillionUSD in value collectively over the various stages of their careers. We felt that the local alliances with Family Offices, Regulatory, Banking and Investment professionals, partnered with our unique outlook could provide a new viewpoint to investment services offered in Panama.
We pride ourselves on delivering exceptional outcomes to our clients, whether they are new to investing or have a wealth of experience.
Our mission is to help you grow and protect your wealth through innovation and effective wealth management solutions.
Investment Ambition and Term Objectives
Whatever the stage in your life, we are happy to guide you through the plethora of opportunities available to you alongside the future financial challenges and decisions you may face.
Following a detailed consultation with one of our financial planners, it is our aim to get to know our clients to better understand their objectives and life milestones from those individuals starting to invest, through to retiree’s drawing income in retirement. Depending on jurisdiction and tax status, our experts are able to provide bespoke planning to maximize, as much of your estate reaches those intended and mitigating tax implications through investment throughout your working years.
Investment
Opportunities
Indigo Wealth Management offers a diverse range of professional services to complement experienced investors and those individuals who wish to start on their investment journey.
Our aim is to provide a world class service with exceptional outcomes using our technological focus and experience in investment planning. investment within Top Tier Investment platform providers, funds and bonds, we strategize and develop a bespoke portfolio to suit any investor preference.
We offer access to multijurisdictional, tax efficient investment platforms which cater for lump sum and regular premium investments who offer investment opportunities in some of the world’s most recognised companies.
