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

Our expert financial advisors are always here to assist you

Contact Us
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
Luke Abbot
Regional Director
Juan Flors
Principal Executive & Wealth Manager
Warren Ferguson
Senior Associate

BUSINESS BLOG

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