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.
Customized solutions for our clients
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
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.