LOM Financial exhibits at the recently concluded STEP LATAM Conference 2017 in Cartagena, Colombia, the pre-eminent conference for wealth
structuring and trust and estate practitioners. More than 370 companies all
over the world converged at The Hilton Cartagena on September 28-29, 2017.
Titled “Where Common
Law and Civil Law Converge: The Cross Roads of The Future,” the conference
welcomed speakers and industry experts from different countries, which include
the US, Argentina, Mexico, Spain, Chile, Panama, Brazil, and the UK.
LOM Financial Limited Director, Craig Lines, attended the
conference along with LOM representative Kevin Murphy, CFA.
“The STEP Conference is excellent for networking and explaining
LOM’s products and service capabilities to Trustees and Financial Planners,”
said Mr. Lines. “Our network partners are key in providing exceptional service
to our HNW client base.”
In business for over 25 years, LOM provides custody,
trading, mutual funds, and discretionary management from its private banking
platform.
The Society of Trust and Estate Practitioners (STEP) is a
premier organization that empowers members through local, national, and
international learning and business network focusing on the efficient
stewardship of assets today and across the generations.
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