2015
A strategic alliance is created with regional consultants, strengthening the company’s client asset base.
The company’s team is consolidated with qualified professionals: advisors, consultants, specialists, and local/international market analysts, who serve a portfolio of hundreds of clients and are responsible for the fiduciary management of financial assets, with the aim of expanding its operations in the region.
Read More2011
SweetWater Securities, Inc., is granted with its broker-dealer license by the Panamanian Securities Regulator, la Superintendencia del Mercado de Valores de Panama.
A Correspondence Agreement is signed with Pershing, LLC., a wholly owned subsidiary of the Bank of New York Mellon Corporation, as an Introducing International Broker Dealer. Asset management services commence through the establishment of global brokerage accounts in Pershing.
Read More