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
Combination of Talent
Insert Quote
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.
Partners & Experts
Insert Quote
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?
Value
Insert Quote
A wholly owned subsidiary of Grupo Prival
Founded in 2021 as a joint venture between top-tier executives and shareholders from Prival (Panama) and LW Partners (Miami), Welcy Capital Advisors entered a new phase of development in 2025 when Grupo Prival acquired full ownership. This strategic change has allowed Welcy to refine and significantly improve its value proposition for independent financial advisors, ensuring our platform is optimally designed to support their autonomy, experience, and long-term success.
Our Story:
A Combination of Talents
Our Affiliates provide a myriad of services such as:
Wealth Management
Investment Banking
Equities
■ Our partners at Welcy Capital Advisors have extensive experience in wealth management, particularly in Latin American markets
Treasury
Management
Commercial & Private
Banking
Fixed-Income Trading
Why Now?
Our partners at Welcy Capital Advisors have extensive experience in wealth management, particularly in Latin American markets. They have navigated economic ups and downs throughout their careers, making us a valuable resource for taking advantage of current market opportunities. We have a forward-thinking approach and the experience to help you thrive amidst the challenges of today and tomorrow. Let us use our vision to support your growth and prosperity.