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Your strategic ally to invest your savings efficiently guided by our team of experts.
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K&B Financial Group is an independent investment advisory firm based in and regulated by Panama. We provide financial advisory and investment solutions to private, institutional, foundation, fiduciary and corporate clients worldwide with a focus on Latin America.
K&B Financial Group is part of K&B Family Office, an independent business conglomerate that offers specialized services in the various branches of wealth management for both local and international clients.
Working with K&B Financial Group means benefiting from the advice of our team of experts who have the knowledge to help you achieve what matters most: a solid investment portfolio tailored to your specific needs.
Our goal is to help you prosper by securing the future for generations to come. We have over 25 years of experience looking out for the best interests of our clients. At K&B Financial Group, we only consider investment opportunities that we choose for ourselves.
An international team that will provide you with confidential, independent and strategic advice whenever you need it, with proven results. Over the years, we have built our investment methodology based on the following key pillars. These financial principles represent our core competency and enable us to invest soundly and efficiently:
Access first class private banking institutions including in Switzerland and the USA. K&B Financial Group does not receive retrocessions from banking intermediaries, therefore, our clients benefit from preferential banking rates.
The allocation among the different asset classes determines 90% of the performance of an investment portfolio. It is our number 1 approach when structuring your portfolio. More detail on the importance of asset allocation here.
An investment portfolio cannot be limited to traditional assets (bonds and stocks). Accompanied by our experts, having access to the best alternative strategies makes a real difference.More details on alternative strategies here.
Clear and concise reports that compile all your financial details in one place. Knowing how your assets are structured in a timely manner is crucial to positive performance.
K&B Financial Group Inc. is an entity regulated and supervised by the Superintendencia del Mercado de Valores de Panamá. He obtained his Investment Advisor License through CNV Resolution 110-08 of April 29, 2008.
The Superintendency of the Securities Market of Panama has jurisdiction over the protection of our clients according to Agreement No. 05-2003. These rates are updated, applicable to the year 2025 and do not include the 7% tax (ITBMS).
“In terms of overall portfolio performance, identifying winners is very important, but avoiding losers can be even more so.”
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