Aegis Asset Advisors

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WORKING WITH OTHER FINANCIAL PROFESSIONALS

We are pleased to work in cooperation with other financial and professional advisers, to meet the particular requirements of clients.
We have extensive experience of working with investment managers and other financial advisers, as well as private banks, both at a local level in Panama and with a broad range of banks and asset managers from many of the world’s leading financial centres.
We also carry out much of our work with lawyers, tax advisers, trustees, insurance and real estate advisers, especially where clients have substantial assets spread over a number of different geographies and asset classes. However, we do not give legal, accounting, or tax advice, though we are able to access these services from a broad network of leading professional firms around the world.

Entity Regulated and Supervised by the Panama Securities Commission. Licence to operate as an Investment Adviser. Resolution SMV N° .487-2013 , 25 de noviembre de 2013. Investors are responsible for observing all of the laws applicable and in effect in the countries where they reside, particularly those related to the sale and purchase of securities, the payment of any and all taxes (transfer or surplus taxes, among others), as may be required in such territory.