US private equity firm becomes Perspective's main backer

Charlesbank Capital Partners succeeds CBPE as expansion continues

Jenna Brown
clock • 3 min read

Perspective Financial Group (Perspective) has secured fresh backing from US-based private equity firm Charlesbank Capital Partners (Charlesbank) which takes over from its original investment partner CBPE Capital (CBPE).

Perspective, founded in 2008, has completed more than 80 acquisitions since launch, including 45 since CBPE invested in 2019. It said all its acquisitions had been fully integrated into the group ensuring high standards of advice and compliance whilst "enabling all acquisitions to benefit from the significant investments that have been made in central support functions and technology". It has £8bn in assets under advice and its management team - chief executive (CEO) Ian Wilkinson, chief financial officer David Hesketh, and chief regulatory officer Julie Hepworth - will remain signifi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Wren Sterling adds £900m AUM with London-based IFA acquisition

Wren Sterling adds £900m AUM with London-based IFA acquisition

Evans Hart brings nearly 2,500 clients to the group

Sahar Nazir
clock 12 December 2025 • 2 min read
Demand for entry-level talent forces expansion of Nucleus-backed We Are Change scheme

Demand for entry-level talent forces expansion of Nucleus-backed We Are Change scheme

Foundation reports rising demand for entry-level routes into financial services

Sahar Nazir
clock 12 December 2025 • 2 min read
'Mounting anxiety' from Autumn Budget leading to more financial advice enquiries

'Mounting anxiety' from Autumn Budget leading to more financial advice enquiries

Enquiries for financial advice up by nearly a quarter following Budget

Sahar Nazir
clock 11 December 2025 • 1 min read