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Spirit of
Independence

Who
we are

Sun Capital Valores is an independent Broker Dealer established in Panama since 2016 and regulated by the Superintendence of the Securities Market of Panama.

Thanks to the combination of an experienced team and advanced technology we are able to provide an exceptional service in brokerage and portfolio investment management.

Focused on professional investments, we specialize in Fixed Income and Structured Products.

We offer access to markets and execution in real time along with specialized teams to analyze, propose and operate new investment ideas.

Front Office


We have specific teams dedicated to the analysis and negotiation of Fixed Income securities and Structured Products.

Our company offers access to emerging and developed markets and different segments such as investment grade, high yield and distressed securities.

Research & Operations


We produce internal research, reports and investment ideas to help our clients make the right decisions in a timely manner.

Our traders handle all aspects of the execution process and market reporting. Our Back Office team oversees every step of the settlement process through our clearing account at Bank of New York.

Compliance


The company is subject to high compliance standards. The administration has the mandate to develop activities in full compliance with all applicable rules and regulations not only in Panama but in all jurisdictions where the Company has a client or custodian. We constantly stay up to date with any new legal changes and monitor all possible risks and new regulations.
Who we areFront OfficeResearch & OperationsCompliance

Executive
Committee

Dedicated team

Holding

Trading Overview

Fixed
Income

Trading and Settlement


  • We offer our clients direct execution and settlement services through our clearing account at Bank of New York.
  • We cover different time zones and have specialized fixed income traders for different markets and segments.
  • We cover a broad range of bonds, including emerging markets, high grade, high yield, and distressed securities.

Ideas


Combining our experience and benefiting from our research team, we assist clients in the process of portfolio construction and security selection.

Analysis


SunCapital offers a wide range of services in the area of ​​Analysis:

  • Access to macroeconomic research from the main investment banks.
  • Internal prepared studies on specific credits.
  • Announcement of new issues with detailed information and our opinion.
  • Identification of the main market flows to take advantage of market trends and identify investment opportunities.
    Trading and SettlementIdeasAnalysis

    Structured Products

    Why Structured Products?


    • Structured Products offer an exceptional investment alternative to design and diversify a traditional portfolio
    • As a combination of several asset classes in one single payoff, they allow investors to capitalize the volatility inherent to the underlyings.
    • Due to the flexibility of these products, investors get access to different asset classes or even investment strategies, which are usually only accessible to institutional investors.
    • A vast range of different payoffs available to clients, along with flexible minimum investment amounts set structured products as the best way to match the risk- return requirements of any investor.

    Our Offer


    Experienced & dedicated team
    Integrated by analysts with backgrounds in the main issuers of the market, plus an investment committee in charge of considering new ideas for clients.

    Independent and rigorous process
    We have the flexibility to access the highest quality providers (from Europe and the United States) and choose the most attractive ideas at the best available price

    Pricing and Lifecycle Management
    We provide 24/7 access to one of the most advanced platforms to monitor and track your whole structured products portfolio; price new ideas with a wide range of payoffs and issuers available; and access performance reports and trading documents.
    Why Structured Products?Our Offer

    Contact

    Panamá

    Av. de la Rotonda
    Edificio Financial Park, Of. 14B
    Ciudad de Panama, Panama

    Tel. + 507 388 69 50 / 51
    Fax. + 507 388 69 62

    econtact@sun-capitalvalores.com
    sun-capitalvalores.com

    Settlement Instructions


    EC44382(BankofNewYorkMellon)
    DTC 2648 (Bank of New York Mellon)
    Agent ID: 62865 / Institutional ID: 62865
    Group email:
    settlements@sun-capitalvalores.com

    Fixed Income


    Jose Rios                          jrios@sun-capitalvalores.com
    Joseph Price                    jprice@sun-capitalvalores.com
    Maximiliano Silva, CFA   msilva@sun-capitalvalores.com
    Nicolás Barcia                  nbarcia@sun-capitalvalores.com
    Rodrigo García, CFA        rgarcia@sun-capitalvalores.com.uy
    Group email                      trading@sun-capitalvalores.com

    Structured Products


    Ignacio Cediel Gómez           icediel@sun-capitalvalores.com 
    Nicolás Rodriguez                 nrodriguez@sun-capitalvalores.com 
    Joaquín Pena                          jpena@sun-capitalvalores.com.uy 
    Catalina Maisonnave, CFA   cmaisonnave@sun-capitalvalores.com.uy
    Group email                            derivatives@sun-capitalvalores.com
    ContactSettlement InstructionsFixed IncomeStructured Products

    Sun Capital Valores S.A. cuenta con Licencia para operar como Casa de Valores. Entidad Regulada y Supervisada por la Superintendencia del Mercado de Valores de Panamá mediante Resolución N° 179-17 del 12 de abril de 2017.