Private Banking
Choose how you invest with us
lwCasadeValores is capable of providing personalized attention to every client in order to protect and expand their wealth. We offer a wide range of services and products to achieve their specified investment needs.
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Also, we provide independent financial advisors to hold and safeguard clients’ assets and run independently. At lwCasadeValores independent financial advisors can choose from a wide range of investment options in order to tailor their decisions based on what’s best for their client.
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Get expert advice to provide you with financial success or take control of your financial decisions.
Investment Accounts Solutions
Panamanian Jurisdiction
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Operates as a global-custody providing wealth protection and client confidentiality.
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Safely trading 3 million products on more than 60 stock exchanges including cryptocurrencies.
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Multi-currency accounts, transfer funds securely, and have access to the best technological solutions.
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US Jurisdiction
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Access to the leading global provider of financial solutions serving for more than 80 years.
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Safekeeping over $2 trillion in global clients assets, and with a net capital over $2 billion - well above the requirement.
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Segregated type of account with protection coverage by the SIPC, and excess coverage by other commercial insurers.
