Wealth Management in Panamá

We’re here to help you.

Through the UBS Asesores SA Advisory and Representation Offices in Panama City, we offer a seamless and effective portal to the UBS AG and UBS Switzerland AG global group. With booking capabilities in Switzerland, we offer individuals in the Central, Andean and South America region access to both major global markets and the ensuing array of products and services with the comfort of a local advisor who can tend to their needs and demands. Life is full of tough questions and key decisions; we are confident that with UBS at your side you will have the clarity and the guidance to make the right choices.

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Celebrating 55 years in Panama

Customized solutions for our clients

UBS Panama is your local entry point to access international financial markets. Our Chief Investment Office works across the globe to understand the bigger picture and how your investments fit into it.

We provide you with holistic advice that makes every interaction engaging, productive and efficient. We always act in your best interest and that of society too.

As the world's leading wealth manager1 we offer a comprehensive range of financial services. Dedicated teams support your specific needs. Whether you’re an individual investor, entrepreneur or corporate executive, we can provide you with customized solutions to meet your needs.

Our services

Our Business Model

UBS in Panama gives you and your family access to our wealth management services and global network. We offer a range of investment opportunities. Our unique set-up gives you the possibility to leverage time zone and proximity to your UBS advisor who will help you choose the best suited platform to implement your investment strategy based on your needs.

Furthermore, our geographical position in the heart of Americas makes us unique and allows us to reach more than 5 countries in the region in a range of less than 3 hours. This way we have been able to stay closer to our clients and partners, leading immediate solutions to their needs.

Your advantages:

Open architecture in products but also global custody/execution options
Access to global specialists e.g. Wealth Planning, Chief Investment Office
Major player with local presence and global know-how

Award-winning performance

At UBS, wealth management isn’t just one thing we do, it’s who we are. We consistently rank among the world's top financial institutions, and are recognized for our thought leadership, thorough processes and quality.

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