The Business Year

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The growth of investment opportunities in the asset and wealth management business in recent years has increased the profile of firms that can provide alternative investment products in line with the specific needs of clients in the region.

Jean-Pierre Wegener

Local Managing Director, Lombard Odier, Panama

Sustainability is at the heart of Lombard Odier, both in our operations as a company and in our investment convictions. We believe that the sustainability revolution is already affecting every sector and industry, and we must evolve and transition to a more sustainable, regenerative alternative—a future based on a circular, lean, inclusive, and clean model. This puts us on a pathway to a zero-waste, zero-emissions economy, where significant opportunities for green growth, disruptive business models, and innovative solutions lie. Our team of in-house researchers perform science-based analyses to identify such opportunities and how clients can most effectively invest in the environmental transition. In 2019, we became the first global wealth and asset manager to receive B Corp certification, one of the world’s most advanced ratings for corporate sustainability, which involves a rigorous assessment of a company’s environmental and social performance and governance.

Alberto Fadul Fleckner

Head, Advisory Office Panama UBS & President of the Board, UBS Asesores SA

Panama has been considered a relevant financial hub of the Americas for the past 50 years. The country has all that is required to maintain its leading position. Financial literacy is an important topic in today’s education. UBS Asesores each year welcomes recent graduates in its internship program to promote education and source talent for future positions within the bank. Our internship program is composed of 12-months training on the job that provides the employee with a basic generic knowledge of wealth management with a focus on client support services. In addition, from our standpoint, among our client base there are those that are extremely sophisticated and others that require slightly more assistance. We have next generation programs where we help the children of our clients understand the future of the investment universe. Education is a key element of what we do, and we always try to be supportive in that aspect of the investment process.

Michael Zollinger

Partner & CEO, Investment Solutions Partners (ISP) Panama

ISP a Swiss privately-owned specialized investment boutique headquartered in Zurich with its founding roots dating back to 1993. We serve corporates, banks and other financial institutions, investors and traders through a unique blend of the latest technology, high-touch service and the extensive expertise of our interdisciplinary teams. We specialize in securitization, structured credit, fixed income, and structured products and AMCs and offer paying agent, placement agent, wealth and asset management services and private market solutions. We operate as a licensed securities firm under the FINMA in Switzerland and are in the process of becoming a bank. In Israel, we have been present for many years also with a banking license. Recently, we have started in international expansion with new offices in Hong Kong, Panama, and Dubai. In Panama we have opened an office with an asset manager license in order to promote ISP and its services in Latin America and Caribbean.

Adrian Zadeh

CEO, J. Safra Sarasin Asset Management

Throughout the world, the J. Safra Group has approximately USD325 billion in assets under management, and we continue to see ourselves as a consolidator in global private banking with our strong capital base, efficient platform, and high-quality services in wealth and asset management. I see growth in the wealth and asset management business throughout the region and Panama is one of the countries that has benefited from its long-term political, economic and social stability. There are traditional investments such as stocks, bonds, mutual funds, and other liquid investments but one of our differentiating factors is alternative investments with a focus on private equity and real estate. The J. Safra Group has more than 200 premier commercial, residential, retail and farmland properties worldwide, such as New York City’s 660 Madison Avenue office complex and London’s iconic Gherkin Building.



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