A trusted partner in wealth management with a global perspective
Lachaise Investment Fund S.A. has been at the forefront of wealth management and investment solutions for over a decade, serving clients across Panama, Portugal, and beyond.
Founded on the principles of integrity, innovation, and client-centric service, we've grown from a boutique investment firm to a respected global financial institution with a presence in two continents.
Our unique dual-region structure allows us to leverage opportunities in both European and Latin American markets, providing our clients with diversified investment strategies that capture global growth while managing regional risks.
Years of Excellence
Assets Managed
The foundation of everything we do at Lachaise Investment
We adhere to the highest ethical standards in all our dealings. Our commitment to transparency and honesty is non-negotiable.
We continuously explore new investment frontiers and technologies to deliver cutting-edge solutions to our clients.
Every decision begins with our clients' best interests. We build long-term relationships based on trust and results.
Our dual-region presence gives us unique insights into global markets and cross-border opportunities.
We pursue superior risk-adjusted returns through rigorous research and disciplined investment processes.
We integrate ESG principles into our investment approach to create long-term value for clients and communities.
Milestones in our growth and development
Lachaise Investment Fund S.A. was established in Panama City with a vision to create a boutique investment firm focused on Latin American markets.
Opened our Lisbon office to serve European clients and capitalize on emerging opportunities in the Iberian Peninsula.
Launched our alternative investments division, expanding beyond traditional asset classes into private equity and real estate.
Formally integrated ESG principles across all investment strategies, becoming a regional leader in responsible investing.
Implemented advanced portfolio management technology and client portal, enhancing our digital service capabilities.
Awarded "Best Investment Management Firm - Panama" by Global Finance Magazine.
Strategic locations serving diverse markets
Address: Torre Global Bank, Calle 50, Panama City, Panama
Focus: Latin American markets, wealth management, private banking services
Our Panama headquarters serves as the central hub for our Latin American operations, providing clients with access to emerging market opportunities and specialized wealth planning services.
Address: Avenida da Liberdade, Lisbon, Portugal
Focus: European markets, retirement planning, ESG investments
Our Lisbon office specializes in serving European clients with a focus on sustainable investing and retirement solutions, leveraging Portugal's strategic position within the European Union.
A tailored methodology for every client relationship
We begin with a comprehensive understanding of your financial goals, risk tolerance, and unique circumstances.
Our experts create a customized investment strategy aligned with your objectives and market opportunities.
We execute the strategy with precision, leveraging our global network and institutional access.
Our team actively monitors portfolios and market conditions, making adjustments as needed.
We provide transparent reporting and regular consultations to keep you informed and confident.
Annual comprehensive reviews ensure your strategy evolves with your changing needs and goals.