Our people in Panama

SENIOR MANAGEMENT

Having worked within international wealth management, across three continents, over two plus decades. I am the Director/Head of Investment Strategy for I-AMG Ltd and also carry responsibility for the group’s compliance and regulation.... Read more

Aidan CEO
Aidan flaherty CEO

Originally from South Africa, Daniel started off as a rookie IFA in Botswana back in 2009. He has since lived and worked for 10yrs in 5 countries travelling the world with his family, before settling permanently in Panama in 2019.
Read more

DanPanama2
DANIEL V NIEKERK COO

REGIONAL MANAGERS

Chris is from the UK, with over 20 years experience, specialising in Pension transfers and complex investments...
Read more

ChrisParam
CHRIS PARAM Head-Global Expat Wealth

Sibbs is from the UK, with over 25 years experience, specialising in Pension transfers and complex investments.
Read more

Sibbs2
sibbs singh Regional Manager

With over 20 years of experience, Jamie gives trusted and qualified financial advice to expats across Latin America.
Read more

Jamie3
JAMIE tunstall Regional Manager

SR WEALTH MANAGERS

Mark is originally from South Africa, with over 30 years industry experience with his own IFApractice in the Middle East.
Read more

Mark Myron2
mark myron Sr Wealth Manager

Paul's career started in South Africa in the late 90's. In 2007 he moved into Private Wealth Management...
Read more

Paul
PAUL lemal Sr Wealth Manager

JP is originally from South London in the UK where he worked in finance and real estate before working in Dubai...
Read more

JP
james portman Sr Wealth Manager

Shane has 20 years UK Financial Services experience helping clients maximise their investment goals...
Read more

Shane
shane fox Sr Wealth Manager

With over 20 years of experience, Neil gives trusted and qualified financial advice to expats across SE Asia... Read more

Neil Carr
neil carr Sr Wealth Manager

Brett was born in South Africa and has built up over 20years of bespoke Expatriate Financial Experience...
Read more

Brett2
brett taylor Sr Wealth Manager

With more than twenty years of experience in Financial Services, Jorge provides expert, impartial...
Read more

jorge
jorge ochagavia Sr Wealth Manager

Aiden is from the UK,  was the principal of a regulated firm which eventually sold to the largest IFA group in the UK...
Read more

Aiden H
aidan henderson Sr Wealth Manager

SUPPORT STAFF

Born in the UK, Adam has nearly 10 years of experience in the financial sector, with a background in insurance...
Read more

Adam Wallace
Adam wallace Client Manager

From the UK Michelle has over 20 years of experience in the financial sector, with a background in SIPP's, QROPS... Read more

Michelle Virgin
michelle virgin Client Manager

Having worked within international wealth management, across three continents, over two plus decades. I am the Director/Head of Investment Strategy for I-AMG Ltd and also carry responsibility for the group’s compliance and regulation. I live in Sofia, Bulgaria, though I do travel often to meet with our ever growing team around the globe.

I started my career working for a large brokerage firm in the late 90s, after a few years I moved into International Private Banking in the Caribbean, then onto International Wealth Management. The experience and knowledge I gained from these past roles has given me the very best preparation I could have asked for when it came to the challenges of starting Invictus AMG. Learning from the mistakes of others and borrowing the most successful strategies from the best in the industry has no doubt given us an advantage and helped propel Invictus AMG into being a market leader in our industry in just short few years.

My job roles of CEO, financial regulatory and compliance management are certainly not the “glamour’s” part of the business, that being said, I have however seen in the past, that even the most ambitious of brokers with the smartest of ideas soon falter if they don’t manage the business risks prudently.

I think a youth spent driving classic and sports cars too fast has satisfied my thirst for risk and now I can focus on making sure that Invictus AMG’s rapid growth and global expansion is achieved without too many speeding tickets and without any accidents.

Originally from South Africa, Daniel started off as a rookie IFA in Botswana back in 2009. He has since lived and worked for 10yrs in 5 countries as an international financial advisor, travelling the world with his family before settling permanently in Panama in 2019.

Among other things, Daniel is responsible for all marketing and IT related activities. As a LinkedIn veteran and expert he’s also at the forefront of the company’s LinkedIn lead generation and video marketing activities.

His objective and mission is to ensure that INVICTUS AMG becomes the 1-stop financial planning and wealth management destination for all expats as we establish ourselves in Panama and take over the Latin American region.

Chris is from the UK, with over 20 years experience, specialising in Pension transfers and complex investments.

Sibbs is from the UK, with over 25 years experience, specialising in Pension transfers and complex investments.

With over 20 years of experience, Jamie gives trusted and qualified financial advice to expats across Latin America.

Mark is originally from South Africa, with over 30 years industry experience with his own IFA practice in the Middle East.

Paul’s career started in South Africa in the late 90’s. In 2007, he had the opportunity to move into Private Wealth Management. In 2021 the family moved to Europe and he opted to join INVICTUS AMG where he endeavors to get a good balance between best advice, fees and best client service for expats around the world.

JP is originally from South London in the UK where he worked in finance and real estate before working in Dubai.

He is a highly experienced and a fully UK qualified financial advisor.

His interests are to build clients balanced investment portfolios to include but not limited to, mutual funds, bonds, cryptocurrencies, retirement funds, savings plans & property.

Shane has 20 years UK Financial Services experience helping clients maximise their investment goals.

He’s driven enough to have build a company with over 55 million under management from front to back, being his own PA, paraplanning and overseeing paraplanning whilst still leading from the front.

With over 20 years of experience, Neil gives trusted and qualified financial advice to expats across SE Asia.

Brett was born in South Africa and has built up over 20years of bespoke Expatriate Financial Experience very focused on assisting SA expats in an ever changing minefield of change.

He has Strong entrepreneurship qualities, he is professionally skilled in Negotiation, Business Planning, Coaching, Sales, and Securities, specifically in the financial sector.

He enjoys working closely with his clients to build a bespoke and structured financial plan, to help them achieve their ultimate goal of financial independence.

With more than twenty years of experience in Financial Services, Jorge provide expert, impartial financial advice, ensuring that international executives optimize not just their taxable benefits but also maximize their investment benefits.

His commitment is to help his clients create value and wealth by suggesting the right financial solutions that best suit their needs. Like all of us at Invictus, he believes that every client has different needs and ambitions and so he carefully considers and recommends the best tailor made solutions to suit every clients needs.

Aiden is from England where he was the principal of a regulated firm which eventually sold to the largest IFA group in the UK. He has an in-depth knowledge of the property and debt markets, secured lending, offshore investments and taxation.

Managed client investments in excess of £50million from a range of professionals such as Sportsman, Company Directors, General Practitioners, Solicitors, Engineers and Family Office Investments.

I-AMG is the natural progression for any Adviser to expand their knowledge to the plethora of offshore clients bringing them into the new-age of investing, lower cost and more technology-based advice services to maximise growth potential to clients in all walks of life.

Born in the UK, Adam has nearly 10 years of experience in the financial sector, with a background in insurance.

Born in the UK Michelle has over 20 years of experience in the financial sector, with a background in SIPP’s, QROPS and global investments.