Athena Partners Group · Panama City
No in-house product to place.
We neither manufacture funds nor distribute third-party issues. We are paid for advice, so the only variable that matters to us is your outcome.
Book a conversationLicensed in Panama since 2018.
We act under Resolution SMV-113-2018, with reporting duties, segregated custody and conduct standards that can be verified.
See the regulatory frameYour assets sit with global banks.
Accounts opened at UBS, Morgan Stanley, Vontobel and Mercantil: your money never touches our balance sheet.
See custodiansThe Firm
An advisory house built by and for entrepreneurial families.
Athena Partners Group began in 2018 when a group of bankers chose to sit on the client's side of the table rather than the product's. We serve Latin American business families, founders after an exit, and estates moving into the next generation.
See our mandates
Regulatory frame
Supervised by Panama's Superintendence of the Securities Market.
The licence requires qualified personnel, periodic reporting and submission to inspection. For the client that means a third party empowered to audit us, and assets always held outside the firm.
Mandates
Three mandates, one fiduciary standard.
Portfolio Architecture
We design the asset allocation and execute it in accounts held in the client's own name at international custodians. Risk bands, currencies and liquidity are defined up front, terms are negotiated bank by bank, and everything is consolidated into a single report regardless of how many venues are involved.
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Wealth Continuity
We prepare the generational handover before it becomes urgent: written family governance rules, a decision protocol, defined roles for heirs, and coordination with lawyers and tax counsel in every jurisdiction involved.
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Special Mandates
Assignments that do not fit a standard portfolio: corporate and fiduciary vehicles, co-investments alongside other families, review of inherited illiquid positions, and second opinions on proposals received from third parties.
Book a conversationThe difference is not the product: it is how the decision is made.
Book a conversationCustodians
Your money stays with global banks, not with Athena.
We open and coordinate accounts in the client's name at institutions with audited balance sheets and international reach. Athena instructs and supervises; custody and title always remain outside the firm.
How we work
An explicit method, written down and reviewable.
We start with a diagnosis of the consolidated estate, including what sits outside financial accounts. That produces an investment policy signed by the client, with a mandate. The follow-up is continuous and adapts to each family's dynamics.
Diagnosis
A full map of assets, debt, currencies and jurisdictions before anything is recommended.
Written policy
Risk and liquidity limits agreed and signed, never tacitly assumed.
Ongoing follow-up
Permanent dialogue with the client to review the policy when circumstances change, without relying on fixed dates.
Panama
Why we operate from this jurisdiction.
A dollarised economy with no issuing central bank, a mature correspondent banking network, and time zones compatible with New York, Zurich and Santiago. For a Latin American family, Panama solves logistics and stability at once.
Let's talk
A first conversation, with no commitment.
Write to us and we will arrange a one-hour meeting to understand your situation and tell you frankly whether we can add value. If we cannot, we will say so.
- Address
- Torre Global Bank, Calle 50, Floor 32, Office 3208, Panama City
- Phone
- +507 204-6800
- info@athenapgr.com