Wealth Management in Panama

Panama City

ABOUT US

INVICTUS AMG  was founded by an established management team in business since 2005. We felt there was a need for a different type of company with a client centric approached based around core values and behaviours.

We are a Multi National group, with the bulk of the operations geared towards the Latin American markets with advisors based internationally. Our main focus is Financial Planning and Asset Management with additional capabilities in Investment Property and Health Insurance...

OUR MISSION

Our mission is to cement INVICTUS AMG as a first choice in the Financial Advisory and Asset Management Industries by going back to basics utilising a client centric approach, meaning our clients get the very best advice tailored for their the short, mid and long-term goals financial goals, without compromise.  

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WHAT MAKES US SPECIAL

GOOD RETURNS

Aside from your attitude towards risk, our international solutions are sure to provide realistic returns over the period. It's often not about timing, but TIME IN !

licensed advisory firm

You can rest assured that Invictus AMG complies with all local regulations required for promoting financial instruments.

A PARTNERSHIP

We're not a bunch of policy hawkers or boiler room type commission junkies either. Long term repeat business and a happy partnership is our goal always.

OUR SERVICES

If you're going to take full advantage of your expat status, you should be investing offshore as soon as the opportunity arises. 

We offer an extensive range of investment opportunities, bonds and funds, all of which give you offshore exposure in economies around the world. It’s important to make the most of your hard earned money, whatever your current financial situation. By speaking to one of our professional advisers, we can help you to understand your options, and map out a suitable investment plan, regardless of your earning power, age or bank balance. 

Our team of professionals operates from a worldwide investment platform which is supported by strong intelligence, in-the-moment market and performance analysis, and has links with eminent partnerships in strong geographic locations around the globe. Let us help you with your wealth management in Panama and around the world...

What is a financial advisor? A financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. Financial advisors typically provide financial products and services, depending on the qualification examinations they hold and the training they have. A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) or CII / CISI UK Level 4 or equivalent designation to do so, although we encourage and support our financial advisors in Panama to get these credentials. A financial advisor typically create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings and other financial instruments.