Press Release

Kirkland Advises Charlesbank Capital Partners on Investment in Perspective Financial Group

Kirkland & Ellis is advising Charlesbank Capital Partners on its investment in Perspective Financial Group, an independent financial advisor firm with £8 billion assets under advice. Perspective provides comprehensive financial planning, as well as investment management services through its Cambridge affiliate.

Read Charlesbank’s press release

The Kirkland team is being led by corporate partners Stuart Boyd and Claire Rushton and associates Bonian Wu, Matthew Barbato, Izzet Hassan, Moose Sarfraz and Stefano Castoldi; debt finance partners Karen Ford and Chris Shield and associates Michael McNamee and Cristina Poon; financial services regulatory partners Sky Kim, Lisa Cawley and Julian Hui and associate Stefan Nesic; ESG & impact partner Rhys Davies and associates Chris Knowles and Lucia Saborio; technology and IP transactions partner Max Harris; tax partners Steven Ort, Mark Schwed and Alan Walker and associate Alexandria Solomou; and derivatives partner Drue Santora.