Perspective
Square Mile quarterly investment update, Q3 2021
This includes:
- Is inflation temporary or here to stay?
Current state of the bond markets and how government and corporate bonds are affected by inflation and interest rate expectations
Why equities might be the key driver of returns in the foreseeable future and are they likely to increase exposure to this asset class.
Please find below Square Mile’s quarterly video investment update for November 2021:
You can also download this more detailed investment report from Square Mile here.
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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.