K&B Financial Group
We work to bring you stellar returns.

About Us

K&B Financial Group is an independent investment advisory firm based and regulated in Panama. We provide financial advice and investment solutions to private, institutional, foundation, trust 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 different branches of wealth management for both local and international clients.

 

“In terms of overall portfolio performance, identifying winners is very important, but avoiding losers can be even more important.

Customized Alternative Investment

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 is most important: a solid investment portfolio tailored to your specific needs.

Our goal is to help you prosper by ensuring the future for generations to come. We have over 25 years of experience looking after our clients’ interests. At K&B Financial Group we only consider the investment opportunities we choose for ourselves.

 

We help to make your wealth work so that you can enjoy it.

What makes us different?

An international team that will provide you with confidential, independent and strategic advice whenever you need it, with a stellar return. Over the years, we have built our investment methodology on the key pillars below. These financial principles represent our main competence and allow us to invest solidly and efficiently:

1

INDEPENDENT NETWORK

Our independent network is our strength. We work with an open structure and without banking affiliations to avoid any conflict of interest and allows us to seek the best solution, the best people, the best result.

2

ASSET ALLOCATION

To mitigate risks, preserve the value of your portfolio and grow it over the long term, you and your K&B financial advisor can rely on proven asset allocation strategies. By choosing the right mix of assets, you invest more objectively.
3

ADVANCED TECHNICAL ANALYSIS

To make smart investment decisions in a complex and constantly changing environment, the advanced technical analysis is the best weapon. The advanced tools of first level institutional providers allow us to make intelligent and educated movements.
4

PERSONALIZED REPORTS

Clear and concise reports that gather all your financial details in one place. Knowing how your wealth is structured in a timely manner is crucial to obtaining a positive return.

5

DEEP RESEARCH

Creating and preserving wealth is a challenge. The fundamental approach with thorough research is key to a successful strategy. It demonstrates superior performance against benchmarks over time.

6

INVESTMENT MANAGEMENT

One of our strengths is the constant search for new investment opportunities. Alternative investments are an integral part of our strategies and play a critical role in the Alpha performance of the portfolio.