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.
Read more...Perspective notches up 75th adviser acquisition
- Monday, 23 October 2023
- Articles
Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.
Read more...Perspective snaps up 3 adviser firms - adding £250m AUM
- Monday, 04 September 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.
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