“I retain my strong belief in the benefits of developing and nurturing talent in-house. That way, people have the right values to be successful with us.”
In November, Perspective bought Chelmsford-based Primera Wealth Management, adding £205mn AUM.
In October, it bought Worthing-based Accord Financial Management and Rotherham-based RPG Financial, adding a total of £390mn AUM.
Wilkinson added: “Given that two of the main motivations for firms in this sector wishing to sell up are the ability for the owners to retire in the near future, or to grow their business further with the resources of a larger group behind them, a strong pipeline of young, motivated talent coming up through our academy is vital to ensure clients can rely on us over the long term.”
Wilkinson said the firm will “grow further at pace and scale in 2024”.
sonia.rach@ft.com
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