Understand
Your objectives, circumstances and priorities.
Latin America Hub
Opening Q4 2026
Strategically Located.
Regionally Focused.
From Panama, Hamilton Reserve LATAM serves sophisticated clients across Latin America and the Caribbean with local expertise and an international perspective.
Advice Built Around the Client.
Hamilton Reserve LATAM provides non-discretionary investment advisory. We begin by understanding your financial circumstances, investment objectives, knowledge, experience and tolerance for risk. Recommendations are developed within that context.
We advise. You decide.
Advisory process
A Deliberate, Non-Discretionary Model.
How the structure works
Clearly Defined Relationships.
Hamilton Reserve LATAM, Hamilton Reserve Bank and the relevant custodian act under separate contractual relationships with the client.
Hamilton Reserve LATAM
Investment advice, client profiling, recommendations and relationship management.
Hamilton Reserve Bank
Banking and execution services, subject to separate agreements and acceptance.
Custody
Eligible assets are held within the applicable custody arrangements, including BNY.
Client control
We Advise. You Decide.
Hamilton Reserve LATAM does not exercise discretionary authority over client portfolios. Clients remain responsible for deciding whether to implement any recommendation.
LEADERSHIP
Experience matters because every recommendation begins with judgment. The confidence clients place in Hamilton Reserve LATAM begins with the professionals who lead the relationship.
Our Difference
Institutional Experience.
Regional Perspective.
Hamilton Reserve LATAM brings together professionals whose careers were built at some of the world’s leading financial institutions.
Our regional knowledge is complemented by decades of experience in international private banking, governance, regulation and cross-border wealth management, providing clients with informed advice supported by institutional standards.
Institutional infrastructure
Built to Support Cross-Border Clients.
The platform combines digital banking technology, multi-currency capabilities and institutional custody arrangements designed for globally oriented clients.
24/7
Digital banking access
Temenos
Core Banking Software Leader
126
Currencies
BNY
Custody relationship
Let’s Start the Conversation.
Hamilton Reserve LATAM, S.A. is regulated and supervised by the Superintendencia del Mercado de Valores of Panama and licensed to operate as an Investment Adviser pursuant to Resolution No. SMV-294-26 dated July 1, 2026.
