Publications

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. …

“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.   …

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 …

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 …

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? Asset allocation describes how the funds in a portfolio are distributed among different asset classes such as equities, bonds, real estate, …

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 …

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 …

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 …

In response to multiple calls from customers and friends about what to do and how to deal with the current situation in their companies and …

Like any country, Panama has its own processes for buying or renting real estate. Knowing the procedures and steps to follow allows to speed up …

We have taken all the necessary steps to ensure the continuity of our services. We are systematically implementing all the recommendations related to COVID-19 and …