Firmus-Octogone obtained broker's license Dealer in 2014 from the regulator of the Securities market in Panama (SMV). He is overseen by the Superintendencia del Mercado de Valores (SMV) who has exclusive competence to regulate and watch investment companies, intermediaries and other participants in the securities markets.
Firmus-Octogone supplies services of diversification and optimization of wallets for private, institutional investors and companies, with a high technology and an experts’ team in management of international investments.
Investment Management Platform Partner
WEALTHARC’s innovative digital technology empowers to grow AuM, automate processes and meet new regulatory challenges. WEALTHARC delivers a state-of-the-art solution to Family Offices, Independent Financial Advisors and Private Banks.