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National planner Perspective recruits new chairman

Perspective Financial Group, a national Financial Planning firm and wealth manager, has appointed a new chairman following an injection of private equity funding into the company.

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Private equity fund to boost expansion at Perspective

Private equity firm CBPE Capital LLP is to make “a major investment” in national Financial Planner and wealth manager Perspective to speed up the growing firm’s expansion plans.

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Global group to buy Financial Planner Harwood for £91m

Global private equity group Carlyle is set to buy the three-year-old, acquisitive Financial Planning firm Harwood Wealth Management for £90.7m in a recommended cash deal.

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Private equity firm completes Broadstone acquisition

Broadstone, one of the UK’s largest firms of pension and investment advisers, has been bought by private equity firm Livingbridge for an undisclosed sum.

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