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 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