Quest Wealth Advisers

What Quest Wealth Advisers does

Quest Wealth Advisers Inc is a Panamanian securities brokerage firm (Casa de Valores) headquartered in Panama City and regulated by the Superintendency of Securities of the Republic of Panama under Resolution CNV-144-10. The company provides wealth management and advisory services to high-net-worth individuals, family offices, and independent financial advisors, organized across five core service lines: financial asset brokerage (international and emerging fixed income and equities, Andbank investment funds, structured products, listed derivatives), discretionary portfolio management, comprehensive advisory, asset management via a five-phase investment methodology, and family office services including consolidated custody reporting and co-investment opportunities. The firm emerged in April 2019 from the voluntary liquidation of ANDBANK (PANAMÁ), S.A.'s international banking license, with the same legal entity repurposed to operate under a broker license.

The underlying technology platform is the Andbank Group's 24/7 management system, which delivers consolidated financial statements, performance reports, and risk analysis across jurisdictions, supported by a custody account held at Pershing Bank of New York. Additional content infrastructure includes Corporate Reviews and Flash Notes produced by Chief Economist Àlex Fusté, accessible through a bilingual Spanish/English website.

Quest generates revenue through a mix of transaction-based commissions on brokerage activity and recurring/subscription fees for discretionary management, comprehensive advisory, and family office mandates. The company operates as the Panamanian distribution node of Andbank Group, an international private bank founded in 1930 and currently in third-generation family ownership, with a footprint across 11 countries, 41 subsidiaries, and more than 1,000 professionals. Go-to-market is relationship-based, utilizing direct relationship managers and the broader Andbank network for client origination.

Name

Quest Wealth Advisers

Legal name

Quest Wealth Advisers Inc

Website

https://questwadvisers.com

Company type

Private

Founded year

1930

Operating status

Operating

Headcount range

1–10 employees

Short description

Quest Wealth Advisers Inc is a Panamanian securities broker (Casa de Valores) that provides wealth management, discretionary portfolio management, brokerage, and family office services to high-net-worth individuals, families, and independent financial advisors, operating as the Panamanian node of Andbank Group.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management
• Private banking
• Asset brokerage
• Portfolio management
• Family office services

Headquarters

HQ city

Panama City

HQ country

Panama

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Brokerage Commissions: Quest Wealth Advisers Inc operates as a Casa de Valores (Brokerage Firm) offering financial asset brokerage services including international fixed income, emerging fixed income, international equities, emerging equities, Andbank Investment Funds, structured products, and listed derivatives.
2. Discretionary Management Fees: Personalized wealth management with absolute independence, continuously adjusting and controlling risk levels and expected profitability. Includes absolute return management with moderate volatility focused on capital preservation and directional/traditional management taking market indices as reference.
3. Comprehensive Advisory Services: Clients can freely access analysis team opinions and generated documents, obtaining updated information on markets, stock analysis, or investment guides, with guidance on financial planning, philanthropy, and art.
4. Family Office Services: Customized solutions for institutions or families requiring integrated custody, consolidated statements, performance reports, risk analysis, and global investment access through 24/7 platform.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Quest Wealth Advisers Inc is a Panama-licensed Casa de Valores (securities brokerage firm) and member of the Andbank Group that delivers personalized wealth management services. Its core offerings include financial asset brokerage (international and emerging fixed income and equities, Andbank investment funds, structured products, and listed derivatives), discretionary portfolio management, comprehensive investment advice, multi-jurisdictional family office services, and dedicated support for independent financial advisors.

Product overview

Quest Wealth Advisers is a brokerage firm offering an integrated wealth management platform with three core services: Financial Asset Brokerage (international and emerging fixed income and equities, investment funds, structured products, derivatives), Discretionary Management (personalized and absolute return management), and Comprehensive Advice (access to market analysis and philanthropy advisory). Additional modules include Asset Management with 5-phase wealth planning methodology, Family Office with consolidated reporting and co-investment opportunities, and Independent Financial Advisors support. The company also publishes market analysis products including Corporate Opinion reports and Flash Notes by Chief Economist Àlex Fusté. All services are offered under the Andbank Group umbrella, with over 85 years of experience in wealth management.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Asset Brokerage (Intermediación de activos financieros) Brokerage service offering international fixed income, emerging fixed income, international equities, emerging equities, Andbank investment funds, structured products, and listed derivatives to high-net-worth individuals, family offices, and independent advisors.
• Discretionary Management (Gestión Discrecional) Personalized investment management with absolute independence, including individual professional assistance, continuous portfolio monitoring, absolute return management with moderate volatility focused on capital preservation, and directional/traditional management referencing market indices.
• Comprehensive Advice (Asesoramiento Global) Financial advisory service providing clients with access to the analysis team and generated documents, including market opinions, stock analysis, and investment guides, with philanthropy advisory services for socially responsible clients.
• Asset Management (Gestión de patrimonios) Wealth management service based on a five-phase investment methodology covering investor profile analysis, management target definition, investment strategy development, execution and implementation, and tracking and checking of results, with wealth planning services for succession and tax optimization.
• Family Office Customized custody service for families with consolidated financial statements, performance reports, and risk analysis across jurisdictions, including non-financial advice for philanthropy, art, and education, plus family synergies and club deal co-investment opportunities.
• Independent Financial Advisors (IFA) Service for independent investment advisors providing tailor-made investment recommendations, dedicated account managers, and an investment strategy focused on wealth preservation and trend capture, with confidential, jurisdiction-agnostic service delivery.

Quantifiable outcome

• 85+ years of consistent wealth management experience since founding in 1930
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Andbank GroupcoreStrategic or Co-development PartnerQuest Wealth Advisers Inc is a member of Andbank Group, an international private bank with more than 90 years of experience in financial management. Andbank has presence in 11 countries with 41 subsidiaries and more than 1,000 professionals. Quest operates under Andbank's umbrella, benefiting from its global network, resources, and shared investment philosophy based on wealth preservation since 1930.
• Pershing Bank of New YorkcoreOthersQuest and Andbank maintain accounts at Pershing Bank of New York, with US$1.9 trillion in assets under management and US$35.8 trillion in assets under custody and/or administration. Pershing provides the infrastructure for global custody services enabling Quest's 24/7 management platform access to international financial markets.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mirabaud: Independent Swiss private bank offering wealth management, asset management, and securities services to HNW individuals and families. Closely comparable to Quest's boutique, independent, multi-generational positioning for international HNW clients.
• EFG Bank: Swiss private bank with strong international footprint (including Latin America) serving HNW clients with discretionary management, advisory, and brokerage. Directly comparable to Quest's Panama-anchored, cross-border HNW model.
• VP Bank: Liechtenstein-based private bank focused on intermediated wealth management for HNW individuals and external asset managers, with cross-border reach. Comparable to Quest's focus on intermediated HNW and IFA servicing.

Broad incumbents

• Indosuez Wealth Management: Crédit Agricole's private banking arm serving HNW clients across Europe, Asia, Middle East, and Latin America. Comparable to Quest in serving cross-border HNW families through discretionary management and comprehensive advisory.
• Lombard Odier: Swiss private bank with HNW/private banking, discretionary mandates, and a 5-phase-style advisory process. Comparable in client profile (international HNW families) and in integrated wealth planning/brokerage offering.
• J. Safra Sarasin: Swiss private banking group serving HNW clients with discretionary portfolio management, advisory, and family office-like services. Comparable in client segment and cross-border wealth advisory focus.
• Julius Baer: Swiss pure-play private bank for HNW individuals, with discretionary mandates, advisory, and wealth planning. Closely comparable to Quest's discretionary management and comprehensive advice offering for HNW clients across borders.
• Pictet Group: Swiss private bank and asset manager serving HNW and family-office clients globally with discretionary management, advisory, and custody. Comparable in customer base (international HNW families) and in offering multi-jurisdictional wealth solutions similar to Quest's proposition.
• Vontobel: Swiss wealth and asset manager offering private banking, discretionary mandates, and structured products. Comparable in offering HNW brokerage, structured products, and discretionary services similar to Quest's product set.
• Andbank: Parent group and international private banking network; operates 41 subsidiaries across 11 countries with the same wealth management, brokerage, and family office services that Quest delivers from Panama. Most directly comparable as the umbrella franchise Quest sits within.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/questwadvisers
• Facebookfacebook.com/QUEST-Wealth-Advisers-100085088687012

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quest Wealth Advisers