Products
Your goal, our goal.
Our services allow us to offer tailor-made portfolios for the client where they can access financial instruments from any country and in any currency from the same account.
Investment account
ADVISORY
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Buy and sell local and international assets
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Personalized advice
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Comprehensive analysis of the client profile
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Local and international custodian
DISCRETIONARY
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Purchase and sale of local and international assets
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Portfolio management by a team of professionals
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Comprehensive analysis of the client profile
INSTITUTIONAL
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Buy and sell local and international assets
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Advice to treasuries by a team with extensive experience
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Access to the trading desk
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More than 80 counterparts
Unique Services
A new standard in advice and representation, together we develop a 360º plan tailored to you to protect your assets and streamline your processes in the fastest, most efficient and safest way.
Incorporation of companies in Panama
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Establish companies quickly and efficiently.
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Local, offshore and asset protection.
Opening of Bank Accounts
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Analysis of individual or company profiles to recommend suitable banks.
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Assistance and representation throughout the entire bank account opening process.
Incorporation of private interest foundations
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Tool to protect and segregate individual or company assets.
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Governed by regulations that specify the beneficiaries.
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Foundations are exempt from taxes and presentation of financial statements.
Credit Consulting
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Analysis of personal or business financial status.
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Guidance on selecting appropriate financing options.
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Assistance in the creation of documents necessary to request credits.
Legal and financial procedures
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Notaries, public records, issuance of notices, amendments to articles of incorporation, financial statements, among others.
Unique Pay
Exclusivity, recognition and unique benefits.
Mastercard Black Prepaid
Safer than carrying cash, with the same benefits of a regular black card and valid anywhere you make your purchases.
Managing your finances is simple
You can use your Mastercard prepaid card to pay bills, manage your expenses and withdraw cash at any ATM worldwide.
Enjoy the exciting new benefits that come with your Singular Pay Mastercard Black
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Mastercard airport experience by Lounge key
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Mastercard travel services & Assistance
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Priceless cities & travel services
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Mastercard concierge
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Mastercard protection plan
Annuity 0%
Available for people and companies
Unique Wallet
THE CURRENT NEWS OF YOUR PORTFOLIO
at the reach of your hand
All the information in your portfolio at your fingertips. Manage your investments efficiently, see your movements, projected income and the market in real time.
