WHO WE ARE
Experience, judgment and financial vision.
Established in Panama
We are an Investment Fund Management entity established in the Republic of Panama, holder of the Investment Management License, authorized and regulated by the SMV.
TRANSPARENCY AND INTEGRITY
We are defined by absolute transparency; we don't just manage resources; we act with integrity, ethics, and regulatory compliance in each of our processes.
FOCUSED ON RESULTS
We don't just manage resources; we design robust and efficient collective investment vehicles to optimize our clients' portfolios, combining the advantages of the financial hub of the Americas with international best practices.
MISSION
Optimizing our investors' wealth
institutional and private through professional, ethical and diversified asset management.
VISION
To be the leading fiduciary partner in the market, recognized for our financial innovation and consistency in value creation.
Corporate Values
Integrity
We act with complete transparency and in accordance with current regulations.
Excellence
We strive for technical perfection in every analysis and investment decision.
Fiduciary Responsibility
We put the interests of our investors above all else.
Innovation
We adapt our strategies to global trends to anticipate market opportunities.
Corporate Governance
Our Board of Directors is made up of a team of high-level professionals, with a strategic vision and extensive experience in the management of financial organizations, ensuring a management focused on growth and innovation.
Investment Manager IWPF Limited Inc. currently maintains five (05) Directors and Officers.
Mónica Saavedra Toro
Director-Treasurer
Este espacio es para presentar a tu equipo y destacar lo que lo hace especial.
Nadiuska Otilia López Moreno
Director
This space is for introducing your team and highlighting what makes it special.
Senior Management
We have a senior management executive team responsible for the organization, planning and coordination of daily operations, and for the strategic direction and overall functioning of the Investment Management Company.
Control Bodies
Investment Manager IWPF Limited Inc. maintains standing committees
Audit Committee:
The Audit Committee is a permanent, collegial, internal body reporting to the Board of Directors of IWPF Investment Management Limited Inc. It serves an informational and advisory role, with the authority to provide information, advice, and make proposals within its scope of action. The objective of this body is to support the Board of Directors in the implementation, execution, evaluation, supervision, and effectiveness of the Investment Management Company's Internal Control System.
The Audit Committee consists of three (3) members, appointed by the Investment Management Company's Board of Directors for a one (1) year term, and may be reappointed indefinitely. All members of the Audit Committee have voting rights and possess the experience and knowledge relevant to the Committee's assigned functions. The head of internal audit may participate in Audit Committee meetings as an invited guest, with the right to speak.
​
The Audit Committee is composed of:
​
-
Manuel Antonio Brea Kavasila - Independent Director JD
-
Doris E. Ballesteros - Compliance Officer
-
Melquiades Villarreal - Member
Ethics and Compliance Committee:
The main objective of the Entity's Ethics and Compliance Committee is to plan, coordinate and ensure compliance with current legislation, the Securities Market Law, and regulations adopted by the Investment Manager IWPF Limited Inc., regarding the prevention of money laundering, terrorist financing, and financing of the proliferation of weapons of mass destruction.
​
The members of the Ethics and Compliance Committee are THREE (3) and are appointed by the Board of Directors of the Entity for one (1) year, and may be re-elected indefinitely.
​
All members of the Compliance Committee will have voice and vote and must have experience and be knowledgeable about the issues related to the functions assigned to the Committee.
​
The Ethics and Compliance Committee is composed of:
​
-
Mónica Saavedra – Director of the Board of Directors
-
Manuel Antonio Brea Kavasila – Independent Director JD
-
Doris Ballesteros – Compliance Officer
