Charlesbank Capital Partners succeeds CBPE as expansion continues
The consolidator now manages £8bn in client assets and has 140 planners
The group has snapped up Primera Wealth Management
The group now has £7bn assets under management
Latest deals add £220m in AUM and two new offices
The firm is to complete seven more deals in the coming months
Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire
First acquisition of 2023 for consolidator Perspective
Deal is the 11th acquisition of the year for the national advice firm