M and A
Deals Of The Day: The Latest In Wealth Management M&A – RBC Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
RBC Wealth Management
RBC Wealth Management – US has added The Fogarty
Hernandez Wealth Management Group to its Los Angeles office. The
team comes from UBS where it oversaw $660 million in client
assets. The group is led by John Fogarty, managing director –
financial advisor and Eric Hernandez, senior vice president –
financial advisor.
“We are excited to welcome John and Eric to our Los Angeles branch,” said Southern California complex director Marcel TenBerge. “This duo is incredibly well-respected in the area for cultivating strong client relationships and developing strategies to best meet their individual goals and needs.”
The firm’s ultra-high net worth platform and capabilities are drawing teams who cover that client segment and are seeking resources for a holistic approach to wealth planning.