EP Wealth Advisors acquires International Research & Asset Management
The acquisition establishes EP Wealth’s presence in Texas and enhances its investment management and strategic wealth planning expertise
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06 Feb 20
The acquisition establishes EP Wealth’s presence in Texas and enhances its investment management and strategic wealth planning expertise
06 Feb 20
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The combined banking organisation is expected to have $20bn in total assets in the Western US
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The combined organisation will have nearly €130bn in assets under management