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 adds £220m AUM with double acquisition
- Tuesday, 03 October 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
Read more...Perspective adds £310m AUM with 4 acquisitions
- Wednesday, 21 June 2023
- Articles
Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.
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