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Licensed by the SMV of Panama · SMV-108-25

Wealth,
with a plan.

Licensed investment advisory in Panama. Monthly plans from $300, or lump sums from $10,000.

Book a free consultation

Most professionals
don't have a plan.

  • You work across countries.
  • You earn in different currencies.
  • Your savings sit in low-interest accounts.
  • Your accounts are scattered across banks and borders.

Without a structure, wealth becomes fragmented and reactive.

Your money, scattered.

We pull it into one plan.

  1. Discovery

    Where you are today, where you want to be, the risk you will take, and your timeline.

  2. Strategy

    A clear roadmap: how much to invest, where, and for how long.

  3. Implementation

    Your plan in action, with rebalancing and guidance.

  4. Ongoing reviews

    Financial health checks twice a year, adjusted as your life and the market change.

We do not sell products. We build strategies.

Wealth is built through

Discipline.

Diversification.

Long-term structure.

Markets fluctuate. Strategy endures.

What are you building toward?

  • Retire early
  • Fund a child's education
  • Grow and protect wealth
  • Buy a home
  • Build cross-border security

Built for a life
across borders.

For professionals, entrepreneurs, expatriates and international families who earn, live and invest in more than one country.

Globally diversified.
Built for the long term.

Index funds, ETFs and multi-asset portfolios across established markets, built on asset-allocation discipline and long-term compounding.

A plan that moves
when you do.

  • A clear investment roadmap
  • 1:1 sessions with licensed advisors
  • Strategies designed to follow you internationally
  • Education, so you understand what you own and why

Arcs show global market reach for illustration, not client holdings.

Licensed. Regulated.
Trusted in Panama.

Founded by Luke Abbott, CFA, and Oliver Lean, the team behind Panamigos, one of the largest communities in Panama, and the multi-award-winning Panamigos Realty.

Superintendencia del Mercado de Valores de Panamá

Vida Wealth Management, S.A. is regulated and supervised by the Superintendencia del Mercado de Valores de Panamá. Resolution SMV-108-25, April 3, 2025. Licensed for investment advisory services.

Luke Abbott, CFA, and Oliver Lean

Luke Abbott, CFA®

Founder

A CFA charterholder shaped by international financial services and capital markets. He brings rigorous analytical standards and portfolio construction discipline to every plan.

Oliver Lean

Founder

A background in economics, finance and international business development, focused on the firm's place in Panama's globally connected economy.

Profiled in the UK–Panama Business Guide.

What we do

  • Wealth management
  • Investment advisory
  • Retirement and financial independence
  • Global portfolio construction
  • Risk and capital protection
  • Cross-border financial planning

The people who answer your call.

Operations, compliance and client service, in one office.

The Vida Wealth reception in Costa del Este
Our reception, Financial Park.
Barbara ChávezOperations Manager
Sandra PinzónMarketing Manager
Nicole AguirreClient Services
Anabelle DiazClient Services
Diego MoralesCompliance Officer
Magdalena OrtegaPrincipal Executive
Luis Picard-AmiExecutive Director
Victor De InnocentisAssociate

People who answer their calls, explain what you own and why.

Costa del Este.
Our door is open.

In the heart of Panama's business hub, surrounded by multinational companies. Walk in for a quick chat, or book a full review.

7EG Office, Financial Park
Costa del Este, Panama City
Get directions

Let's talk about
your future.

A free discovery session to understand your goals and see how we can help.

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