Based in Mexico City, the new company will create and distribute wealth-structuring solutions using unit-linked life assurance to HNW individuals and families in Mexico, as well as Mexicans residing outside the country.
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Lombard partners with Akaan to package solutions for Mexican HNWIs
June 5, 2017 by Fund Pro Latin America
Filed Under: Mexico, News and Trends, Private Tagged With: Akaan, Deals, Fernando Quiroz, HNW, John Hillman, Ken Kilbane, Lombard, Unit-linked, wealth management, Wealth Managers
Lombard International appoints ex-UBS wealth boss as head of Latin America
November 17, 2016 by Fund Pro Latin America
Andreas Meier joins Lombard International from UBS Deutschland AG, where he was head of wealth management for Latin America. In this newly created role, he will be based in Luxembourg and will report to Axel Hörger, CEO Europe.
Filed Under: News and Trends, Private, Region Tagged With: Andreas Meier, Axel Hörger, Ken Kilbane, Lombard International
Lombard International opens new office in Miami
September 28, 2016 by Fund Pro Latin America
“The Miami office serves as a gateway for us to engage with and educate advisors of the Latin American high-net-worth community,” said Helmer Arizmendy, senior managing director and Latin America region head for Lombard International.
Filed Under: News and Trends, Private, Region Tagged With: Helmer Arizmendy, HNW, Ken Kilbane, Lombard, Opening, Phil Trussell, wealth management, Wealth Managers