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10 May 2021
Perspective
10 May 2021
Square Mile quarterly investment update, April 2021
We’re pleased to note that our clients’ Square Mile portfolios were well-positioned to avoid much of the turmoil in bond markets over the quarter, faring better than the broader market. With regard to equities, a balanced position coped well with a cyclical switch of favour from value to recovery stocks.
Please find below Square Mile’s quarterly video investment update for April 2021:
If you have any questions, please contact your usual advisor.
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Perspective completes its 100th acquisition
Collectively, these acquisitions add £1 billion of Assets under Advice, 2,500 households as clients, six additional office locations and 48 members of staff.
Perspective’s growth continues at pace
The first acquisition is of Whittington Goddard Associates Ltd in Dore, near Sheffield. The firm was founded in 2003. This office will now be known as Perspective (Whittington Goddard).
Perspective completes a further nine acquisitions
Perspective is more than three times the size it was five years ago and expects to double in size again within the next two years.
Perspective Gains New Investment from Charlesbank Capital
Perspective Financial Group Ltd is delighted to welcome a new lead private equity investor, Charlesbank Capital Partners. Find out more.
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The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
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