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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. ....
Three Financial Advisors join UBS in Houston News provided by Share this article Share this article HOUSTON, Feb. 9, 2021 /PRNewswire/ UBS Wealth Management USA announced today that three Financial Advisors have joined the firm in Houston, Texas. Joseph Zurfley will be based in the City Center office, and Dale Heysse and Jason Valentz will be based in the Sugarland office. We re committed to being the firm of choice for best-in-class advisors, and Joseph, Dale and Jason exhibit the character needed to go above and beyond for clients, said Craig Vandegrift, Managing Director and South Texas Market Head at UBS Wealth Management USA. We re excited to welcome them to the team and see what accomplishments they ll achieve during their time at UBS. ....