We support each client and their family in managing their wealth throughout their lives
The trust of all our clients is the fundamental pillar of our growth.
30
Years
of experience in private banking and wealth management services
+2600
Customers
17,3%
capital ratio
vs the regulatory 8%
$5,507MM
In assets under management
as of December 2023
AA.pa
MOODY'S RISK RATING (PANAMA)
to December 2022
$212MM
TOTAL ASSETS
We have over 30 years of experience supporting our clients in building and planning their wealth
We are a bank established in 1995 in Nassau, Bahamas. We are regulated by the Central Bank and the Securities Commission of The Bahamas. We also have a branch in Panama, which is regulated by the Superintendency of Banks and the Superintendency of the Securities Market of that country.
Private Banking
Expert and personalized financial advice for
high-net-worth clients.
high-net-worth clients.
Wealth Management
Through our Inteligo Plus service you will also have access to estate and succession planning services, tax and accounting advice, etc.
Our value proposition
We listen to your needs, understand them and make them our own in order to provide you with the financial solutions you need.
Confidentiality in the handling of your information.
Financial advisors with expertise in portfolio management.
Financial solutions and synergies through Intercorp.
Estate and succession planning.
Proactive management of your investments.
Global product offering: open architecture.
We are part of Intercorp
We are part of Intercorp, one of the most important business groups in Peru, committed to the development and well-being of families. Intercorp has been working hard to scale its purpose internationally to benefit more families in various Latin American countries.
*IFS has been listed on the New York Stock Exchange (NYSE) since 2019.
Financial Highlights
| As of December 23 | S/mn | US$mn |
|---|---|
| Total assets(1) | 89, 623 | 24,164 |
| Net profit(1) | 1,079 | 291 || 1,121(2) | 302 |
| ROE | 11.3% | 11.7%(2) |
| Efficiency ratio | 36,8% | 36,4% |
Source: Company and SBS financial information as of December 2023
(1) Data converted to US dollars using the exchange rate at the end of the period (Peruvian Sol/US dollar) of 3.709
(2) Excludes asset impairment in our banking segment of S/70.0 million or S/41.5 million after taxes in 1Q23
Highlights
| Years of operation | 30 |
| Managed assets (1) | $7,143 MM |
| Clientes(2) | 76,325 |
Source: Company financial information as of December 2023
(1) (2) Figures among all its subsidiaries.
*IFS has been listed on the New York Stock Exchange (NYSE) since 2019.
Wealth planning and succession solutions
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