Perspective Financial Group Ltd Acquires Nine UK Wealth Management Firms

Charlesbank Capital Partners Completes Investment in Perspective Financial Group

February 6, 2024

Wealth Management

Charlesbank Capital Partners has completed a change-of-sponsor investment in Perspective Financial Group, succeeding CBPE Capital LLP after receiving FCA approval. Perspective, a UK independent financial adviser with ~£8.0 billion in Assets Under Advice and roughly 535 employees across nearly 40 offices, will keep its management team as significant shareholders and will use the partnership to accelerate scale and growth.

The Mather Group Acquires Clear Perspectives Financial Planning

May 23, 2023

Wealth Management

The Mather Group, a Chicago-based fee-only wealth management firm, has acquired Clear Perspectives Financial Planning, a Cincinnati-based registered investment adviser with approximately $360 million in AUM. The deal expands TMG’s national footprint (establishing its first brick-and-mortar office in Ohio) and brings the Clear Perspectives team into TMG while preserving client relationships and local operations.

WealthCreate Acquires Multiple Independent Advisory Practices and Rebrands Under WealthCreate

August 12, 2024

Financial Services

Houston-based WealthCreate acquired Texas firms Studemont Group Planning and Steadfast Wealth Strategies, Arizona-based McConnell Financial, California-based FMC Financial Group, and a portion of Ohio-based OneSeven's book of business, adding nearly $50 million in AUM. The acquired practices will operate under the WealthCreate brand as part of a national expansion to broaden service offerings and scale its financial planning platform.

EP Wealth Advisors Acquires The Insight Group and Financial Insight Center

September 30, 2020

Wealth Management

EP Wealth Advisors, a Torrance, California-based RIA, acquired The Insight Group, Inc. and Financial Insight Center, LLC—two Utah-based wealth management firms—in a deal that closed Sept. 30, 2020. The acquisition expands EP Wealth's geographic footprint into Utah and increases its assets under management by more than $1 billion; founding owners of Insight will join EP Wealth's leadership team.

Wealth Enhancement Group Acquires Peak Financial Services, Inc.

July 9, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.

VettaFi Acquires Advisor Perspectives

October 20, 2022

Financial Services

VettaFi has acquired Advisor Perspectives, the leading digital publisher and newsletter platform serving registered investment advisors, wealth managers, and financial planners. The acquisition expands VettaFi’s content, advisor database and distribution capabilities as part of its strategy to grow its data, analytics and digital distribution footprint in the financial-advisor market.