Perspective adds £205m in assets with twentieth acquisition of 2023

This deal is for Primera Wealth Management based near Chelmsford in Essex, adding £205m in assets under management and 340 households as clients. Perspective has now completed a total of 76 acquisitions in its 16 years of operating and has 38 office locations across the UK with 140 financial planners and a total of 500 staff. It now manages £8bn of assets on behalf of clients and is three times the size it was five years ago. Perspective chief executive Ian Wilkinson said: "We remain highly selective in the firms we acquire - they must be genuinely client-centric, not just claim to...