For over two decades, Lachaise Investment Fund has been helping clients achieve their financial goals through disciplined investment strategies and personalized wealth management solutions.
At Lachaise Investment Fund, we are committed to helping our clients build, preserve, and transfer wealth through innovative investment solutions.
To provide exceptional investment management services that help our clients achieve their financial objectives through disciplined strategies, personalized solutions, and a commitment to excellence.
To be the most trusted and respected investment management firm in the Panama-Portugal corridor, recognized for our integrity, investment performance, and client-centric approach.
The principles that guide everything we do at Lachaise Investment Fund
We adhere to the highest ethical standards in all our actions and decisions, putting our clients' interests first.
We pursue excellence in investment management, client service, and operational efficiency.
We manage our clients' assets with the same care and diligence as we would our own.
We believe in the power of teamwork and diverse perspectives to achieve superior results.
From our founding to becoming a leading investment firm in the Panama-Portugal corridor
Established in Panama City by Carlos Rodriguez and Isabella Santos with a vision to create a client-centric investment firm serving the Latin American market.
Opened our first European office in Lisbon, Portugal, establishing a strategic presence in the Iberian Peninsula.
Reached the significant milestone of managing over $1 billion in client assets through consistent performance and client referrals.
Pioneered ESG (Environmental, Social, Governance) investing in the region with dedicated sustainable investment strategies.
Awarded "Best Investment Firm in Panama" by Global Finance Magazine and "Top Wealth Manager in Portugal" by International Investment.
Launched our next-generation client portal and mobile app, enhancing the digital experience for our global client base.
Managing over $2.5 billion for clients worldwide while maintaining our commitment to personalized service and investment excellence.
Our commitment to excellence has been recognized by industry leaders
Global Finance Magazine - 2022, 2021, 2019
International Investment Awards - 2021, 2018
European Wealth Management Forum - 2020
Private Banker International - 2022
Financial Times - 2021, 2019
Latin Finance Awards - 2022
Schedule a complimentary consultation to discuss how we can help you achieve your financial goals.