About Us
We are a Panamá-based licensed broker-dealer providing financial services to private clients, corporate and institutional investors.
Member company of lwPartners network of companies, an investment banking boutique group consisted of highly experienced and motivated individuals located in strategic markets in the Americas. The team has over 30 years of experience in asset management, investment banking, and sales & trading. lwPartners has offices in Miami, Panama, Caracas, and Lima and representatives in Monterrey and Buenos Aires.
There are over thirty professionals, all of whom have extensive on the ground experience and most of whom have worked in the group for decades. Combined with direct access to an ample network of alliances and financial relationships, lwPartners along with lwCasadeValores are uniquely qualified to best serve its collective private wealth, corporate clients and independent financial advisors.
Meet The Team
Carlos Zalles
Founder & Director
With 30+ years of experience and reputation in private banking, Carlos has been a key participant in the whole Latam region. As our founding member, he has been an instrumental part in raising capital and business development.
Jean-Luc Peyrot
Chairman of the Board
Swiss banker with remarkable career and reputation in senior management in well-know institutions from France, Monaco and Panama. Also, has extensive governance experience as ex-chairman of the board of the Swiss chamber of commerce in France.
Juan Andres Ugueto
Executive Manager
Responsible for overseeing the operations, activities and dealing with institutional clients since 2008. With 20+ years experience in the financial services industry, corporate finance, capital markets & business development.