Perspective adds M&A head as it eyes more acquisitions
- Thursday, 21 March 2024
- Articles
Financial Planning firm Perspective has appointed Sam Ward as head of mergers and acquisitions.
Read more...Perspective teams up with new private equity owners
- Wednesday, 07 February 2024
- Articles
Fast growing national Financial Planning firm Perspective Financial Group has a new lead private equity investor, Charlesbank Capital Partners.
Read more...Perspective adds £190m AUM with two acquisitions
- Friday, 05 January 2024
- Articles
Fast-growing wealth manager and Financial Planner Perspective Financial Group completed two more acquisitions shortly before the Christmas break, adding £190m AUM to the firm.
Read more...Perspective buys £240m AUM Essex adviser firm
- Thursday, 23 November 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.
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