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2015
Asociación estratégica con asesores regionales.
El equipo de la empresa se consolida con profesionales calificados: corredores, asesores, especialistas y analistas de mercados locales e internacionales, quienes atienden una cartera de cientos de clientes y se responsabilizan del manejo fiduciario de activos financieros, con miras a seguir expandiendo su operación en la región.
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2014
Se incorporan consultores regionales, lo cual aumenta la cobertura de la empresa para atender las necesidades de otros mercados a través de su portafolio de servicios.
Inicia operaciones en el mercado local como participante del custodio Central Latinoamericana de Valores (Latinclear), en conjunto con su puesto de bolsa asociado en la Bolsa de Valores de Panamá.
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2011
Se otorga la Licencia de Casa de Valores de la Superintendencia del Mercado de Valores de la República de Panamá. Inician servicios de asesoría financiera y gestión patrimonial a una clientela selecta.
Se firma acuerdo de corresponsalía de Introducing Bróker Dealer con Pershing, subsidiaria de Bank of New York Mellon Corporation. Inician servicios de manejo de inversiones a través de aperturas de cuentas de inversión global.
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