Fixed term local deposits vs international
The rates offered by banks in Panama to their clients when contracting a fixed-term deposit have remained unchanged for more than one year and are
Our point of view:
¿When is the best time to invest?
After working for years in the financial industry, I have realized that one of the biggest challenges in closing the growing gap between social classes
Exploring alternative investments opportunities in changing times
Exploring alternative investments opportunities in changing times If 2020 state as the year of the pandemic, 2021 ended up being the year of recovery, and
Commercial Banking vs Investment Banking: Keys to managing your wealth.
The crisis caused by the pandemic is showing its first impacts on the financial sector, after the reduction of the sovereign rating for Panama to
Guarantee Trust – Purchase and Sale of Real Estate
At some point we have heard or had the personal experience of buying or selling an asset, such as a real estate, let’s say an
What is a trust?
A trust is a private contract in which a person called a “settlor”, transfers part of their assets as trust to a “trustee”, to be
Generational change that perpetuates the legacy of the K&B Family Office
Romain Dromard takes the baton from Maxime Berthet as CEO after more than ten years working together in the Wealth Management sector in Latin America.
Estate Planning: peace of mind starts with a plan
“The reason most people don’t plan is that they simply don’t know where to start.” – Karyne Mora, Head of Legal and Human Resources.
The Importance of a Proper Tax Strategy
Once the process of organizing and protecting your assets has started, various aspects will be analyzed, one of the most important being the identification of
Property Tax: Tributary Family Heritage and Main Housing
The real estate tax is the one that the State assigns to real estate properties located in Panamanian territory and is calculated on the cadastral
Our technical tool to make better trading decisions
What is Technical Analysis? Technical analysis is a trading discipline that studies historical market data, including price and volume. It also uses insights from quantitative analysis
What is asset allocation and why does it matter?
What is Asset Allocation? Asset allocation describes how the funds in a portfolio are distributed among different asset classes such as equities, bonds, real estate,
Our quantitative tool to optimize stock picking
What’s the Downside Risk Alert? The Downside Risk Alert, or DRA, is a proprietary financial indicator based on extensive fundamental research. It provides reliable and
Permanent residency in Panama
There are multiple reasons why Panama is an attractive country for foreign investment. Its dollarized economy, the stability of its banking system, the importance of
The audit or patrimonial diagnosis as a key tool of the patrimonial planning.
Just as we go to the doctor periodically to make a complete check-up of our health, the audit or diagnosis allows us to know the
