Banking and Investment Advice

Your strategic ally to invest your savings efficiently, guided by our team of experts.

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Meeting your investment goals, always acting in your best interest.

K&B Financial Group is an independent investment advisory firm based in Panama and regulated by local authorities. We provide financial advice and investment solutions to private clients, institutional investors, foundations, trustees, and corporations 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 various areas of wealth management for both local and international clients.

Tailored Investment Management.

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

Our goal is to help you thrive by securing the future of next generations. 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 would choose for ourselves.

What makes us different?

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 on the basis of the key pillars below. These financial principles represent our core competence and allow us to invest with strength and efficiency:

Private Banking Network

Access top-tier private banking institutions including those in Switzerland and the US. K&B Financial Group does not receive any kickbacks from banking intermediaries, therefore, our clients benefit from preferential banking rates.

Asset Allocation

The distribution among different asset classes determines 90% of the performance of an investment portfolio. It is our number one focus when structuring your portfolio. More details on the importance of asset allocation here.

Alternative Investments

A portfolio cannot be limited to traditional assets (bonds and stocks). With the support of our experts, having access to the best alternative strategies makes a real difference.More details about alternative strategies here.

Custom Reports

Clear and concise reports that compile all your financial details in one place. Knowing how your wealth is structured in a timely manner is crucial for positive performance.

K&B Financial Group Inc. es una entidad regulada y supervisada por la Superintendencia del Mercado de Valores de Panamá. Obtuvo su Licencia de Asesor de Inversiones mediante Resolución CNV 110-08 del 29 de abril de 2008.

La Superintendencia del Mercado de Valores de Panamá tiene jurisdicción sobre la protección de nuestros clientes según Acuerdo No. 05-2003. Estas tarifas están actualizadas, aplicables al año 2021 y no incluyen impuestos (ITBMS) del 7%. 

K&B Financial Group Inc. is a regulated entity supervised by the Superintendencia del Mercado de Valores de Panamá. It obtained its Investment Advisor License through Resolution CNV 110-08 on April 29, 2008.

The Superintendencia del Mercado de Valores de Panamá has jurisdiction over the protection of our clients under Agreement No. 05-2003. These fees are up to date, applicable for the year 2021, and do not include the 7% tax (ITBMS).

«When it comes to the overall performance of a portfolio, identifying winners is very important, but avoiding losers can be even more so.»


Your strategic ally to invest your savings efficiently, guided by our team of experts.

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