Perspective Financial Group Announces Completion of New Investment from Charlesbank Capital Partners
CHORLEY, United Kingdom and BOSTON, May 08, 2024 (GLOBE NEWSWIRE) -- Perspective Financial Group Ltd (‘Perspective’ or the ‘Group’) announced today that Charlesbank Capital Partners (‘Charlesbank’) has completed its previously announced investment in Perspective, following receipt of regulatory approval from the Financial Conduct Authority.
- CHORLEY, United Kingdom and BOSTON, May 08, 2024 (GLOBE NEWSWIRE) -- Perspective Financial Group Ltd (‘Perspective’ or the ‘Group’) announced today that Charlesbank Capital Partners (‘Charlesbank’) has completed its previously announced investment in Perspective, following receipt of regulatory approval from the Financial Conduct Authority.
- Charlesbank is a US-based firm that originally oversaw private equity investments inside the Harvard University endowment and became independent in 1998.
- Founded in 2008, Perspective is a leading independent financial adviser (‘IFA’) firm with approximately £8.0 billion in Assets Under Advice.
- “We are excited to welcome Charlesbank’s investment and believe that it will further strengthen our position as the UK’s premier client-centric financial planning firm,” said Ian Wilkinson, Chief Executive Officer at Perspective.