Swissness is part of who we are – and we deliver the best of what it represents to the whole of Latin America. This means having an international mindset and a global vision while taking the distinct needs of local clients into account.
The activities of PKB Wealth Management, our advisory office in Panama, revolve around four guiding principles: identify, appraise, implement and accompany. The client relationship is at the heart of what we do and the foundation for further support from our experts at the initial, growth and consolidation stages of each client’s wealth.
We employ a team of specialists who are dedicated to bringing the excellence of Swiss private banking services and the Swiss banking jurisdiction to our clients across Latin America. Our core focus is on private clients in Latin America as well as external asset managers (EAMs), located in both Panama and in Switzerland.