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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
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 Investment Management and the Superintendency of Securities Markets of Panama (SMV). Marisin holds a bachelor’s degree in business administration and marketing from The Universidad Santa Maria La Antigua in Panama. Marisin holds the Principal Executive and Analyst license from SMV. Additionally, she holds the ACAMS (certificates AMLFT, FADM, ACFCS certificates AML, FT, FADM, and is a member of The Association of Compliance Officers of Panama.

Marisin Luque Siu

Chief Compliance Officer
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
Karol Bryan is our assistant compliance officer. She is a licensed attorney 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

Attorney / Compliance Assistant
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
Arthur Williams is a portfolio manager, helping lead investment strategy and research, and the active management of client portfolios. Arthur has previously held roles at PricewaterhouseCoopers (PwC) in Jamaica and NCB Capital Markets in the Cayman Islands. Arthur holds a bachelor's degree from Hamilton College in New York, finance certifications from Harvard Business School and Corporate Finance Institute, and he is a Level II candidate for the Chartered Financial Analyst (CFA) exam. Arthur also holds an analyst license from the SMV.

Arthur Williams

Portfolio Manager
Timar Jackson leads the execution of value-added financial solutions for York’s corporate and family office clients, complementary to our core asset management services. His responsibilities cover capital market transaction structuring, asset divestitures, private equity, mergers and acquisitions, and rationalizing asset allocation and ownership structures to manage risk, meet liquidity requirements, and facilitate inter-generational wealth transfers and related client needs. Before joining York, Timar was the Assistant Vice President responsible for originating and structuring corporate capital markets solutions at one of the Caribbean's largest investment banks. He has experience advising and leading the successful execution of deals of varying sizes and complexity in the regional private and public debt and equity capital markets. Timar is a CFA Charterholder and holds a BSc. in Actuarial Science (Hons.) from the University of the West Indies, Mona, an MSc. in Applied Statistics, and an MBA in Finance, Strategy, and Operations, both from the University of Oxford, where he attended as a Rhodes Scholar. Timar also holds an analyst license from the SMV.

Timar Jackson, CFA

Head, Alternative Solutions

ARE YOU ready to invest in your future?

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