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Entity regulated and supervised by the Superintendency of Stock Market of Panama. Graduate in Counseling Investments granted through SMV Resolution 93-23.
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Maximize your financial potential with our comprehensive wealth management solutions.

Discretionary fund management

Discretionary Fund Management (DFM) enables you to delegate management and responsibility of your investment portfolio to a professional investment team.

The DFM will oversee the decision making on a daily basis in order to maximize the growth of your portfolio, deciding where to invest and opportune times to purchase or dispose of assets. You may invest in a DFM through our choice or Investment Platforms  to ensure tax efficiency.

Our Investment Team has access to the world’s largest, award winning DFMs across multiple jurisdictions and availability in multiple currencies. Through one of our Investment Platforms, we have access to the likes of Brewin Dolphin, Investec, Quilter Cheviot, Brooks Macdonald and Rathbones.

Managed portfolio services (advisory)

This service complements Clients who wish to be in control of investment decisions proposed by your investment adviser. Our internal investment committee will be responsible for the selection of funds or assets which form the individual components of our risk rated portfolios. 

The Portfolios themselves will be reviewed on a regular basis to ensure the respective underlying investments are maintaining performance. Ahead of any changes to your portfolio’s investment strategy, we will require your written instructions, or accept any proposal made by your investment adviser. Your appointed Investment adviser will work with you to select the most appropriate portfolio commensurate to your appetite for risk, timeframe, and objectives. You will be contacted if there is something you need to be made aware of and receive regular performance updates from our investment team. 

For example, if the Investment committee’s view on a fund or bond you hold changes, or you have an opportunity to switch to alternative investments, you will be notified. Our Investment Team has access to thousands of funds and securities to meet any clients diversification objectives.

Retirement Planning

Your Investment Adviser will review your existing pension arrangements and implement a bespoke and realistic financial plan for your retirement. An analysis of your standard of living and income will be prepared and quantified in order to meet your desired level of income, based on current and future earnings, risk profile and affordability. A comprehensive annual review of performance and regular funding calculations will be presented to you to ensure you have the greatest chance of meeting your target income. When you reach your retirement age.

Whether you are approaching retirement or are looking for advice on drawing a future income, our Team of specialists will guide you through the complexities of the various types of pension provision available to you. This will change depending on jurisdiction and residency / domiciled status. We work with several pension focused companies which offer many cost-effective solutions to meet your goals. The integrated approach to our services will allow you to select advisory or discretionary services to complement your retirement investment strategy.

We offer a wide variety of financial services

Investment Advisers provide a wide range of products and services to complement your needs and objectives. Each private client or corporate entity has its own unique demands. Our specialist Wealth Management Team can navigate the maze of options, in line with your aspirations, to find a solution which best meets your needs.

The professional services we provide always place our clients’ interests ahead of our own.

Each of the many products we offer have undergone a strenuous due diligence test and cost analysis. 

We know the importance of these values when recommending flexible financial products which complement our clients’ needs.

With a holistic approach, your appointed investment advisor or wealth manager considers your assets, expenses, liabilities, time horizons, lifestyle, legacy goals, as well as the fluctuations in the market to grow and protect your savings. Holistic planning goes far beyond traditional financial planning. 

International Tax & Estate Planning presents the clear and practical approach of an Investment Adviser or Wealth Manager who deals with private wealth, its management and its disposition across jurisdictions where such things as inheritance tax, income tax and capital gains tax are less favorable than more focused, advantageous, lower or nil rate tax jurisdictions.

A Panama foundation structure enables property to be held in a favourable legal environment. As a legal structure, a Panama foundation can hold assets anywhere in the world so long as those assets are freely alienable. Your Adviser will work with you to find a solution that is not only complementary to the legal structure of your corporate entity but consider the corporates’ long-term strategy and objectives.

Direct Investment implies financial capital invested by a person or company. Portfolio investment examples are bonds, stocks, mutual funds, and depositary receipts are all types of investments that may comprise a foreign portfolio.

Private Placement Programs, also called “High Yield Investment Programs”, are private (non-public) investment programs which are based on the purchase or sale of bank financial instruments. In most cases MTNs are mainly used. Our unique offering provides access to High Net Worth and Ultra High Net Worth Corporates or Individuals with large capital holdings. Generally, we would only deal with Private Placements for our clients in the event they have been with our Institution for at least 12-24 months who hold at least $5millionUSD or equivalent under our Managed Portfolio or Discretionary Managed Portfolio Service.
Specialist Investment advice leverages our investment expertise and deep understanding of private and corporate wealth to build a compliant investment proposition to complement our client’s investment objectives. We lift the burden of investment management from you using one of our Managed or DFM services, evolving your current strategy keeping you involved on all matters of your planning and implementation at regular intervals decided by you.
An omnibus account is an investment account that allows multiple individuals to pool their resources and invest as a single entity. Assuming the investment is qualifying, and meets compliance standards in the destination jurisdiction, this type of account will be suitable for offshore corporate Investments, High Net Worth and Ultra High Net Worth Foundations or Trusts where privacy / data protection is of paramount importance. It is possible to maintain Common Reporting Standards (CRS) applicable to these types of accounts. Omnibus accounts refer to accounts that hold more than one item (omni-meaning ‘many’ and -bus meaning ‘business’). All transactions occurring within an omnibus account will appear under the name of the associated Broker / Investment Adviser (Custodian), leaving the details of individual / Corporate investors private.

Family or multi-family offices are investment funds that manage the financial assets of a family or multiple family office (MFO). They operate in a similar manner to standard investment funds but with more flexibility towards the needs of their sole principal. 

The financial side of the family office is typically split between the functions above and can be made up of a Chief Executive Officer (CEO), a Chief Financial Officer (CFO), a Chief Operations Officer (COO), with the investment aspects being overseen by a Chief Investment Officer (CIO)

The Capital Requirement for the set-up of Indigo Wealth Management for Example was from an MFO of our Non Exec Chairman and Principals. Working with Family Offices is an integral part of our day to day operations. We have family office connections from around the world with asset values of some $150million with the largest nearing $200Billion USD in Value.

We offer 4 different ways to work with you.

01

Online Review and Generic Recommendations.

For clients who have a straightforward set of circumstances and goals, adopting traditional solutions.


Steps:

  • The initial meeting will include an online risk questionnaire and full review of your current situation.
  • You will receive a personal set of generic recommendations based on your goals.
  • A follow up call with an adviser will help you to take action based on your needs and budget.
  • In the event you wish to proceed with the advice, your Adviser will work with you to implement your bespoke financial structure and under your instruction, invest your funds in line with your risk profile and time horizon.

02

Analysis and report

For clients with existing financial products or want an integrated financial planning service.


Steps:

  • An Initial meeting, in person or face to face by Zoom, Microsoft Teams or Google Meet, gathering full details of existing investments, liquidity and available funds for investment, personal information about you and future goals and expectations.
  • Within an agreed timeframe, you will receive a written report and recommendation to complement your needs and circumstances, to include your existing investments and personal liabilities and new investment structure.
  • Tailor and implement a bespoke financial plan to accommodate your aspirations for debt repayment and investment solutions.

03

Portfolio Management

For people who only want investment advice.

Steps:

  • Initial review of your current investment portfolio.
  • Analysis of investments, spread, type, risk, geography, performance.
  • Economic review
  • Full written report and recommendation within a specified timeframe, depending on complexity and nature of investment.

04

Professional Bespoke Service

For clients who prefer to have hourly charged advice on all holistic financial planning matters.

Steps:

  • Initial no cost consultation to agree terms and confirm we understand your needs.
  • Access our extensive network of consultants and partners for:
  • Investment Solutions
  • Financial advice
  • Accounting advice
  • Tax advice
  • Legal and Compliance Services
  • Family Office Syndication

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