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We are pleased to announce we have reached a significant milestone with four further acquisitions ranging in size from £10 million to £175 Million AUM, including our 50th deal. We have grown significantly over the last two years following a major capital injection by CBPE Capital LLP in December 2019.

Over this time, we have made 18 acquisitions, doubled headcount to 280 staff, added £1.2 billion AUM (now £4.2 billion) and opened seven new local offices, making a total of 21. We have also recruited several senior staff during this time, including our latest hire, Kristian Murphy, who joins from EY. We continue to combine the benefits of a local firm with the strength and resources of a national firm.

Our absolute focus on ‘clients come first and we come second’ has proved to be a compelling proposition, not only for our existing clients, but also for the firms we have acquired recently, where average client retention rates have exceeded 97%.

Ian Wilkinson, Chief Executive Officer of Perspective said: “It has been an exceptionally busy time for us and I am delighted by the progress we have made. We have a very clear sense of direction, are delivering at pace and constantly innovating. We have recently articulated our purpose and the values which we have lived by for over three decades, and these very much drive everything about the firm. I am delighted to welcome the four new firms and our recent new joiners to Perspective.”

 

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