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.
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
"Cita sobre
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
"Cita sobre
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
"Cita sobre
Responsabilidad"
Subsidiaria de Grupo Prival
Welcy Capital Advisors es una empresa conjunta fundada por ejecutivos y accionistas de primer nivel de dos instituciones financieras con una experiencia excepcional en la industria de gestión de patrimonio: Prival, con sede en Panamá, y LW Partners en Miami. Nuestro equipo está dedicado a mejorar la propuesta de valor para los asesores financieros independientes a través de nuestros años colectivos de experiencia y pasión compartida.
Nuestra Historia:
Una Combinación de Talentos
Nuestros afiliados brindan una gran variedad de servicios, tales como:
Gestión de Patrimonios
Banca de Inversión
Valores
■ Nuestros socios en Welcy Capital Advisors tienen una amplia experiencia en la gestión de patrimonios, particularmente en los mercados latinoamericanos
Administración de la Tesorería
Banca
Comercial y Privada
Negociación de Renta Fija
¿Por qué ahora?
Nuestros socios en Welcy Capital Advisors tienen una amplia experiencia en la gestión de patrimonios, particularmente en los mercados latinoamericanos. Han atravesado altibajos económicos a lo largo de sus carreras, lo que nos convierte en un recurso valioso para aprovechar las oportunidades del mercado actual. Tenemos un enfoque con visión de futuro y la experiencia para ayudarlo a prosperar en medio de los desafíos de hoy y mañana. Usemos nuestra visión para apoyar su crecimiento y prosperidad.