Finance Planning Executions & Strategy

Built around our team of experienced international financial advisors, the service we provide is unrivalled in its flexibility.

HOW WE WORK

Book a Free Consultation

It’s our pleasure to have a chance to cooperate.

    Main Services

    Tailor-Made Financial Solutions

    Wealth Management

    Flexible financial solutions to fit your ever-changing lifestyle requirements.

    Retirement Planning

    A retirement planning service that suits your long-term financial goals.

    Investments

    Our strategy can help you to reach your financial aspirations for the future.

    Independent Firm of International
    Financial Advisors

    We are committed to developing lifelong relationships with our clients – ones based on integrity, trust and a clear understanding of your personal circumstances. We believe this is the key to successful financial planning.

    Who We Are

    CI-Associates is an independent investment and wealth management advisors. CI-Associates have pioneered the delivery of a wide range of financial solutions for individuals and businesses across Latin America and the world. 

    Established in the Republic of Panama to provide investment advise and wealth management services to persons and corporations that require tailor made financial solutions.  We have an Investment Advisor´s License granted by the “Superintendencia del Mercado de Valores” according to Resolution No. SMV-247-20 of June 1, 2020,  that permits us to provide services to local and international clients.

    Our Process

    First Consultation

    Identify Objectives

    Investment Strategy

    Implementation

    Review & Support

    Wealth Management
    Investments
    Education Planning
    Retirement Planning
    Testimonials

    What Our Clients Say

    “I have been a client of CI-Associates for around 15 years. During that time I have moved jobs and locations, so contact with the company has been mainly by email during that time. Despite that, whenever I have had a question or required information, I have received a response, and have never had any unsatisfactory outcomes.
    The frequency and type of contacts with CI-Associates works for me – I don’t feel pressured nor abandoned. Overall I’m very satisfied with the service provided. “

    5/5
    Craig McEwan

    “Our recent experience has been very positive.
    Our adviser was prompt, well informed and patient.
    He made no promises he did not keep, always returning calls and explaining and calming anxieties. “

    5/5
    Rosemary Mitchell

    “I’ve been with CI-Associates for more than 10 years and I am very pleased with service you offer.
    Here in Perú my contact is Tony Littlefield who is excellent. He replies
    promptly to my enquires, offers solid and personal financial advice in a friendly and cheerful manner. I had some savings on the IoM that needed
    updating and Mr Littlefield helped me to sort this out very well. Other friends of mine in Peru have also commented on the good service he has provided. “

    5/5
    Courtney Stapleton

    Our Skilled Team

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

    David Clark
    Regional Director & Senior Associate
    Juan Flors
    Principal Executive & Wealth Manager
    Florent Raimy
    Senior Associate
    Luke Abbot
    Senior Associate

    10+

    Countries

    20+

    Years of Experience

    130+

    Happy Clients

    BUSINESS BLOG

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