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Seminar in Ho Chi Minh City: Immigration, Mobility & International Asset Management Strategy

As wealth reaches a certain threshold, the risks investors face are no longer limited to market volatility; they extend to factors such as tax policy, legal frameworks, and shifts in the global residency landscape. Concentrating both assets and residency in a single country can increase dependency and reduce flexibility in responding to long-term uncertainties.

Amid tightening traditional immigration pathways—such as the anticipated fee adjustments to the EB-5 Green Card program in the United States after September 30, the near closure of investment streams in Canada, and the suspension of Australia’s Subclass 188 visa—global investors are confronted with a critical question: what are the effective and sustainable alternatives?

In this context, international residency is no longer merely a lifestyle choice but has become a strategic tool for managing, preserving, and optimizing global wealth. Among the most compelling options today are the Panama Strategic Investor program and the Greece Golden Visa, both offering residency flexibility, tax structuring advantages, and expanded global access.

To support Vietnamese investors in understanding how to leverage these programs within a broader immigration and global wealth management strategy, Casa Seguro is hosting the seminar “IMMIGRATION, MOBILITY & INTERNATIONAL ASSET MANAGEMENT STRATEGY”, featuring in-depth insights from investment, legal, and tax perspectives in a rapidly evolving global environment.

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Speakers at the seminar

Mr Jerry Morgan

President of Mercan Group và Casa Seguro Capital

  • Top 10 global immigration groups
  • Assisted over 4,000 investors and 45,000 immigrants to Canada, the EU, and the United States
  • Managing more than 30 real estate projects with a total value of USD 2 billion
  • Directly collaborating with the governments of Portugal, Greece, and Panama to develop investment immigration programs

Mr Nathan Nguyen

General Manager of Casa Seguro Capital

  • Master’s degree graduate in the United Kingdom
  • Over 10 years of experience in global investment and wealth management
  • 7 years of business development experience across Hong Kong, Thailand, and the UAE
  • Managed and grown assets for global elite clients with total investments exceeding USD 108 million

Seminar's agenda

9:30 | Guest Reception & Networking

10:00 | Opening of the Program

10:15 | Opening Remarks by a Representative of the Republic of Panama

10:30 | Overview of the Republic of Panama and Its Policies for Attracting International Investors, presented by a Representative of the Republic of Panama

11:00 | Panama Strategic Investor Program, presented by Mr. Jerry Morgan, Chairman of Mercan Group

11:20 | Mercan Group’s Activities and Programs in Vietnam, presented by Mr. Nathan Nguyen

11:40 | Q&A Session

About Panama Qualified Investor Visa

The Panama Qualified Investor Visa Program is a residency pathway for foreign investors, allowing them to obtain permanent residency in Panama through government-approved investment options. The program is designed for investors seeking flexible solutions for wealth preservation and asset management.

  • Permanent residency for three generations: Covers a three-generation family, including spouse, dependent children, and parents.
  • Minimum investment of USD 300,000: Invest in premium real estate projects developed by Mercan Group, offering strong growth potential.
  • Simple residency and application requirements: No mandatory physical stay in Panama. No requirements for language proficiency, educational qualifications, or work experience.
  • Ideal for global wealth preservation and allocation strategies: With a stable financial environment and a territorial tax system, Panama is becoming a strategic choice for international asset planning.

Real estate projects in Panama developed by Mercan Group are positioned in the high-end segment, meeting both investment and residency needs. Located in strategic areas—such as financial centers, emerging urban districts, or high-potential coastal regions—these developments are planned to international standards, featuring integrated amenities and professional management. With a clear investment structure, transparent legal framework, and stable USD-based rental income potential, they offer a secure and sustainable option for investors seeking international assets.

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About Greece Golden Visa

The Greece Golden Visa Program is a residency pathway for non-European Union investors, allowing them to obtain a Greek residence permit through government-approved investment options. The program is designed for investors seeking freedom of movement within the Schengen Area while optimizing their international asset strategy.

  • Residency for three generations: Includes spouse, dependent children, and parents from both sides under a single application.
  • Real estate investment from EUR 250,000 (depending on location): Investors can select qualifying real estate projects with strong growth potential and stable rental income opportunities.
  • Freedom of movement within the Schengen Area: Enables residence in Greece and visa-free travel across 29 Schengen countries.
  • Simple and flexible requirements: No minimum stay requirement, and no language, educational, or management experience prerequisites.
  • Suitable for global asset allocation strategies: Greece offers a transparent investment environment, opportunities to own European assets, and diversification of international portfolios.

Keranis Residences is a representative project under the Greece Golden Visa Program, located in Athens—the country’s economic and tourism hub. Developed to modern standards, the project is suitable for both residential living and rental investment. With its convenient connectivity and optimized design, Keranis Residences offers a clear legal framework, strong growth potential, and stable cash flow, making it an ideal choice for investors seeking secure and flexible European assets.

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At Casa Seguro Capital, we approach investment with a long-term wealth management mindset, combining financial discipline, global strategy, and a deep understanding of each family’s goals to preserve value, maintain stability, and achieve sustainable growth over time.

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