About
Us
Convinced that our clients deserve personalized attention and the best advisory services for their wealth, Principle Asset Management was developed to improve the proposal and the range of comprehensive financial solutions tailored to the needs and objectives of each client.
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We brought together in a new company more than a century of combined experience through the cohesion of talents and experts from two leading institutions in the financial business of investment banking, securities brokerage and wealth management: LW Investment Managers, headquartered in Miami and GPUS, a company related to Grupo Prival of Panama and Central America.
In this way, and with the support of a state-of-the-art custodian architecture, at Principle we use the experience and support of our team to make available fully customized financial instruments and vehicles to achieve alpha returns for HNW individuals, family offices and the investment experts who advise them.
Through this association of experts with extensive experience in the different ranges of the asset management business, we optimize our proposals, eliminating errors that we frequently detect in the financial advisory business: mispricing, returns from neglected or old-fashioned industries. At the same time, we dynamically search for new opportunities in new sectors that could add value to our clients' asset management.
We are experts and work daily in the markets we serve.
Our Story: A Combination of Talents
Presencia
Geográfica
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Presencia Geográfica"
Our Partners and Experts in the Creation of Principle Asset Management
The leaders of our firm, Principle Asset Management, who are also involved in the day-to-day creation and management of portfolios, combine the team of experts from Prival and LW Partners Group, with the objective of channeling their success stories and industry experiences to add value in our proposal of superior financial services for our select portfolio of clients.
Prival
Financial institution dedicated to Private Banking and Investment Banking services in Panama and Central America, formed by experts from different areas of the industry. Grupo Prival has a similar track record as a leading provider of private banking, investment banking and asset management services throughout its home region. Prival has US $4B in assets under management.
LW Partners Group
lwPartners is a financial group specializing in Latin America and focused on corporate clients, institutions and high net worth individuals. The firm's senior management has over 30 years of individual experience in portfolio management, trading and investment banking through all economic cycles. It currently manages over US$ 270 million in assets under management and assets under advisory, and over US$ 1 billion in annual trading volume and close working relationships with institutional investors dedicated to emerging markets.
Soluciones Patrimoniales
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Soluciones Patrimoniales"
Local and international product offerings: we expand your investment possibilities and facilitate/enable you to achieve better and more stable returns.
We offer investment and execution strategies in global markets, carefully designed to adapt to the reality and financial goals of each of our clients and their portfolios. We have unmatched market knowledge in our home territories. At the same time, we recognize that capital requires security and strength, which comes from exposure to the world's most stable markets and best investment opportunities. Through our network of contacts, we offer a comprehensive platform to bring Financial Advisors to the Miami area and beyond.
Value Proposition
for our Clients: How Can We Help?
Responsabilidad
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Responsabilidad"
Bios
Consultores Externos
Joe Mara
Consultor
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El Sr. Mara actualmente es consultor en Welcy Capital Advisors.
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Durante los últimos 40 años, Joe ha trabajado extensamente en el negocio de gestión de activos y asesoramiento patrimonial de clientes privados, construyendo y desarrollando relaciones con familias y negocios.ess en más de 70 países.
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En el transcurso de la última década, ha dedicado su tiempo y su vida a atender las necesidades financieras de HNW y clientes institucionales en los EE. UU., América Latina y Asia, especializándose en clases de activos alternativos.
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Esto se suma al apoyo a muchas organizaciones benéficas relacionadas con la investigación del cáncer, la falta de vivienda y la educación en los EE. UU. y Filipinas.
Ricardo Zarak
Consultor
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El Sr. Zarak es actualmente consultor en Welcy Capital Advisors.
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Socio fundador de Prival Bank y uno de los líderes encomendados por la Junta Directiva para estructurar el área de Banca Privada, así como la estrategia de la división.
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Vicepresidente Sénior interino de Banca Privada; liderando un equipo de 35 ejecutivos, supervisando más de $ 2 mil millones en activos mientras asesoraba a cerca de 2,000 relaciones con clientes en Panamá y América Central. A cargo de la división encargada de administrar los Fondos de Inversión Prival, una familia de fondos mutuos con más de $350 millones en activos bajo administración.
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(2016 – Presente) Presidente – Cámara Panameña de Fondos de Inversión y Fondos de Pensiones (CASIP)
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(2011– Presente) Director – Prival Investment Funds
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(2014 – 2021) Director – Latinex Holdings
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(2014 – 2021) Director – Bolsa de Valores de Panamá
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(Agosto 2007 – Marzo 2010) Fundador, junto con 3 socios, de una de las primeras firmas Boutique de Inversión y Oficinas Multifamiliares en Panamá, recaudando aproximadamente $250 millones en activos bajo la asesoría de algunas familias centroamericanas de alto patrimonio.
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(2007 - 2021) Director – LATINCLEAR (Depósito Central de Valores de Panamá)
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(Septiembre 1998 – Agosto 2007) Primer Banco del Istmo (Banistmo) A cargo de un equipo de 10 corredores responsables de supervisar más de $1,000 millones en activos bajo la administración de una clientela panameña acomodada.
