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First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced it will present at the Raymond James Institutional Investors Conference to be held virtually at 2:10 p.m. ET on Tuesday, March 2, 2021.
Bob Thornton, President, Private Wealth Management, and Olga Tsokova, Chief Accounting Officer, will present at the conference. The presentation will be webcast live over the Internet and can be accessed in the Investor Relations section of First Republic’s website at ir.firstrepublic.com/events-calendar. In addition to the live webcast, a replay will be available on First Republic’s website for 30 days following the event.
A round-up of people moves and M&A deals across North America
M&A
The independent wealth management firm has acquired Truuwater Financial.
The transaction combines two San Diego-based wealth managers, expanding BWM to 14 professionals and total client assets of $1.2bn (£870m, €1bn).
This acquisition is the first step in BWM’s expansion strategy, which envisions tripling the firm’s assets to over $4bn by 2025, through acquisitions as well as organic growth.
Robert Meyer, Truuwater’s chief executive and chief investment officer, who will continue to serve as a member of the firm’s investment committee and a senior adviser with BWM.
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Two crossed lines that form an X . It indicates a way to close an interaction, or dismiss a notification. Traders at the London International Financial Futures Exchange react to news of the interest rise February 2, 1995. REUTERS/Dylan Martinez This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
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