Paget joins Perspective from 1st Software to take up the newly created role. He will be working specifically with Perspective Group firms to assess the quality and content of their data and help develop the commercial reporting across the Group.
He will also work on assessing all firms’ funds under management and renewal income with the specific brief of helping drive the migration of funds onto margin-enhancing platforms.
Perspective recently acquired its 14th firm, Chesham-based Chessman & Partners, taking the Group’s annualised turnover to £12.5 million, its funds under advisory and management to over £1 billion, with a recurring income of £6.2 million.
Damian Keeling, managing director of Perspective Financial Group Ltd, commented: “We are delighted to welcome Robert to Perspective Financial Group Ltd in the new role of group analyst manager. As we expand and grow the number of firms within the Group it is important we have someone who can work on areas such as management information and fund analysis to ensure they get the most out of their data. Clearly, our aim is to get firms working at their maximum potential in order to generate further income; to help with this Robert will also be working with firms to produce client lists and commercial information that can be used to drive sales.”
