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Perspective Financial Group Ltd
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Perspective Financial Group Ltd
Jan 21 2025
Perspective exceeds 100th acquisition milestone with 5 deals
Investments
Nov 13 2024
Tatton and Perspective to potentially cut ties
Perspective Financial Group Ltd
Nov 5 2024
Perspective hits 100th acquisition milestone
Perspective Financial Group Ltd
Sep 2 2024
Perspective adds £185mn AUA with double acquisition
Perspective Financial Group Ltd
Feb 7 2024
US private equity firm becomes Perspective's lead investor
Perspective Financial Group Ltd
Jan 5 2024
Perspective makes double acquisition
Perspective Financial Group Ltd
Nov 23 2023
Perspective adds £205mn AUM with Chelmsford-based firm
Perspective Financial Group Ltd
Oct 3 2023
Perspective adds £220mn in AUM with two acquisitions
More
Mergers & acquisitions
Sep 4 2023
Perspective snaps up three advice firms
Perspective Financial Group Ltd
Jun 21 2023
Perspective buys four firms with another seven in pipeline
Perspective Financial Group Ltd
May 10 2023
Perspective buys four firms and opens Northern Ireland office
Mergers & acquisitions
Mar 20 2023
Perspective buys three advice firms
Perspective Financial Group Ltd
Dec 15 2022
Perspective seals 12th deal with Staffordshire-based IFA
Perspective Financial Group Ltd
Nov 7 2022
Perspective seals 10th acquisition with Essex wealth manager
Perspective Financial Group Ltd
Oct 10 2022
Perspective adds £70mn AUM with three adviser purchases
Mergers & acquisitions
Apr 26 2022
Perspective secures £50mn Aum with adviser acquisition
Mergers & acquisitions
Mar 17 2022
Perspective snaps up four firms to hit 50th milestone
Mergers & acquisitions
Feb 2 2022
Perspective breaks £4bn Aum with first deal of the year
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