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We HELP you

MANAGE AND MAINTAIN YOUR WEALTH

ENSURE MULTIGENERATIONAL SUCCESS

ACHIEVE FINANCIAL SECURITY 

CREATE A COMPREHENSIVE SUCCESSION PLAN

MANAGE AND MAINTAIN YOUR WEALTH

MANAGE AND MAINTAIN YOUR WEALTH

ENSURE MULTIGENERATIONAL SUCCESS

ACHIEVE FINANCIAL SECURITY 

CREATE A COMPREHENSIVE SUCCESSION PLAN

MANAGE AND MAINTAIN YOUR WEALTH

MANAGE AND MAINTAIN YOUR WEALTH

ENSURE MULTIGENERATIONAL SUCCESS

ACHIEVE FINANCIAL SECURITY 

CREATE A COMPREHENSIVE SUCCESSION PLAN

MANAGE AND MAINTAIN YOUR WEALTH

We HELP you

MANAGE AND MAINTAIN YOUR WEALTH

ENSURE MULTIGENERATIONAL SUCCESS

ACHIEVE FINANCIAL SECURITY 

CREATE A COMPREHENSIVE SUCCESSION PLAN

MANAGE AND MAINTAIN YOUR WEALTH

We help You

Manage and grow your wealth

Together we develop and execute a unique investment portfolio, utilizing our comprehensive suite of services. 

Family receiving good news

Navigate global markets

Through our custodial partnerships with leading international banks, we have access to any liquid asset on the global market, whether that be equities, bonds, structured notes, commodities, foreign exchange, or alternative investments such as hedge funds and private equity.

team meeting to create a financial plan

Plan for not just the next, but all stages of life

We help you create a comprehensive financial plan that preserves not just your capital, but your legacy. With York as your partner, you can spend more time doing what matters most to you.

family of color planning their next vacation while the kids play on the floor with their favorite toys

Successfully navigate periods of high volatility and uncertainty in the financial markets

As your trusted advisor, we help you successfully manage your finances during periods of macroeconomic and geopolitical uncertainty.

financial advisor creating a plan for his client

Our approach

1

We work with you to analyze your current financial situation and identify your goals and objectives moving forward.

2

We create a tailored portfolio for you, keeping both your current and future objectives at the forefront of our decisions.

3

We determine which of our custodial partners is the right fit to house your assets. 

4

We continuously check in with you throughout each year to stay current as your goals evolve, and to keep you informed on your portfolio performance.

why us?

Custodial partnerships with major global banking institutions
Access to a wide breadth of global investment products
Customized service solutions for a client focused approach
Dedicated team of experienced finance professionals
Over 2 decades of serving the high net worth community
One of the first financial advisory firms in Panama, licensed under the SMV regulations

meet our team

Mr. Matthew Wright has over 23 years’ experience in investment management, corporate finance, credit risk management and real estate investment. He is a former Vice-President in the Infrastructure and Energy Finance Group of Citibank Global Capital Markets in New York, with responsibility for providing financial advisory and debt arrangement services to major infrastructure projects in North America, Latin America, and the Caribbean. Mr. Wright has also served as Assistant Vice-President for Capital Markets in the Emerging Market Corporate Bank for Citibank Jamaica. As a former Cambridge Commonwealth Scholar, he holds a Master of Philosophy in Environment and Development from Cambridge University in the United Kingdom, a Master of Arts Degree in International Development Policy from Stanford University, California, and a Bachelor of Arts Degree in Economics from Williams College, Massachusetts. He also serves as an external Director and Deputy Chairman of the Victoria Mutual Group of companies.

Matthew Wright

Chief Executive Officer
Alongside the Managing Director, Mayer is responsible for guiding the strategic direction of the firm and having oversight of its day-to-day operations, including the Client Advisory and Portfolio Management departments. Mayer has over a decade of experience in the finance industry, having worked at York in various capacities since 2014, and prior to that at Citibank as Manager in the bank’s treasury department. He has served as a director of the ICD Group since 2014, and currently serves in strategic roles for various philanthropic organizations in Jamaica. Mayer holds a bachelor’s degree in Economics from Laurier University in Ontario, Canada.

Mayer Matalon

Chief Operations Officer
Marisin Luque Siu is our Chief Compliance Officer. Marisin joined the firm in 2003 as a founding employee. She acts as the liaison between York Investments and the Superintendency of Securities Markets of Panama. Marisin holds the Principal Executive and Analyst license from SMV.

Marisin Luque Siu

Chief Compliance Officer
David Thwaites has over seven years of experience in the finance industry working both in Jamaica and internationally. He holds a master’s degree in accounting and finance from the University of Edinburgh in the United Kingdom. David is a CFA Level III Charterholder.

David Thwaites, CFA

Portfolio Manager
Ayleen Arana is the main liaison between our clients and custodial banks, responsible for guiding clients through onboarding, account maintenance and the management of all incoming and outgoing transfers. She is a graduate of Lindenwood University in Missouri and holds an analyst license from the SMV.

Ayleen Arana

Client Relationship Officer
Zuely Moreira serves as the executive assistant to our CEO, Matthew Wright. Zuely is responsible for administrative matters within the firm.

Zuely Moriera

Executive Assistant
Juan Gallego is our research assistant. Juan plays a supporting role in both our Portfolio Management and Client Support divisions. Juan graduated from Florida State University with a degree in finance.

Juan Gallego

Research Assistant
Karol Bryan is our assistant compliance officer. She is a licensed lawyer in Panama with over 8 years of experience in the legal environment. Karol holds a degree in law and political sciences from Universidad Santa Maria La Antigua as well as a master’s degree in commercial law and labor law from Universidad Interamericana de Panama.

Karol Bryan

Toby Cooke is our business development officer. She is responsible for creating and maintaining new client relationships. Toby holds a degree in communications and business law from the University of Miami.

Toby Cooke

Business Development Officer

ARE YOU ready to invest in your future?

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