Firmus Financial Inc. is an independent Panamanian broker-dealer specializing in portfolio management and estate planning. Our team of experts works in a personalized and close way with each client to help develop and tailor a financial plan that meets their needs and objectives.
Firmus maintains its commitment to offering quality services with high standards, applying the Swiss "savoir-fare", and using its "best-in-class" approach in all types of investment solutions. These factors have always played a key part in Firmus' core, vision, mission, and values.
The custodian banks and financial institutions with which we work are mostly European and North American, offering our clients the management of their portfolios with independent advice and personalized solutions.
We have deep experience in:
- Bonds
- Private Banking
- Wealth Management
- Equities
- Commodities
- Structured Investments
- And much more...
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Firmus Financial Inc. es una casa de corretaje panameña independiente especializada en la gestión de carteras y la planificación patrimonial. Nuestro equipo de expertos trabaja de manera personalizada y cercana con cada cliente para ayudar a desarrollar y adaptar un plan financiero que satisfaga sus necesidades y objetivos.
Firmus mantiene su compromiso de ofrecer servicios de calidad con altos estándares, aplicando el "savoir-faire" suizo y utilizando su enfoque "best-in-class" en todo tipo de soluciones de inversión. Estos factores siempre han jugado un papel clave en el núcleo, la visión, la misión y los valores de Firmus.
Los bancos custodios e instituciones financieras con los que trabajamos son principalmente europeos y norteamericanos, ofreciendo a nuestros clientes la gestión de sus carteras con asesoramiento independiente y soluciones personalizadas.
Contamos con una amplia experiencia en:
- Bonos
- Banca Privada
- Gestión de Patrimonios
- Acciones
- Materias Primas
- Inversiones Estructuradas
- Y mucho más...
Company Details
- Employees
- 2
- Founded
- -
- Address
- Ph Times Square Center, Costa Del Este, Av. Costa Del Sol, Panamá City, Offices 17 D-E,panama
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial services, Banking, Account opening, Portafolio management, Market information, Bonds, Private Banking, Wealth Management, Equities, Commodities, Estructure Investments.
- HQ
- Panama, Panama
Firmus Financial Inc. Questions
Firmus Financial Inc.'s website is https://www.firmus-financial.com/
Firmus Financial Inc.'s LinkedIn profile is https://pa.linkedin.com/company/firmus-financial-inc
Firmus Financial Inc. has
2 employees.
View email and phone details for 2
employees at Firmus Financial Inc..
Firmus Financial Inc.'s industry is
Financial Services
Firmus Financial Inc.'s top competitors are
Blackstone,
Okami Capital,
Bridges To Wealth,
360 Bridge Llc,
Firmus Financial Group,
Arca Capital Investments - Enfoque Global, Alcance Local,
Mmg Asset Management,
Firmus Financial Services Ltd,
Firmus Financial Sdn Bhd,
Pilar Corporate Finance.
Firmus Financial Inc.'s categories are Financial Services
Firmus Financial Inc.'s founding year is 2015
