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SUCCESSION EXCEEDS £5.5 BILLION FUNDS UNDER MANAGEMENT

Succession, a leading independent integrated wealth manager and investment platform business, announces continued growth in 2017. 2017 highlights Funds under management have risen to £5.6bn. A compound annual growth rate (CAGR) of 34% since the formation of advisory business, Succession Group, in January 2014. Run-rate revenues have reached £55m per annum. Year-on-year double-digit...

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PRESS RELEASE: SUCCESSION GROUP ACQUIRES FOUR FIRMS ADDING OVER £500M IN FUNDS UNDER MANAGEMENT

Succession Group has successfully acquired a further four businesses from its affiliated membership: Prosperitas Independent Financial Advisers, Sigma Asset Management, Norris and Fisher Independent Financial Services and Tim Burton. With combined funds under management of £520m, the businesses have been acquired for a total consideration of £20.6m. Paul Morrish, Succession’s Corporate Dire...

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PRESS RELEASE: SUCCESSION STRENGTHENS EXECUTIVE AND MANAGEMENT TEAMS TO SUPPORT ACCELERATED GROWTH STRATEGY

SUCCESSION STRENGTHENS EXECUTIVE AND MANAGEMENT TEAMS TO SUPPORT ACCELERATED GROWTH STRATEGY •    James Stevenson has been appointed as Managing Director of Succession Group Ltd •    Sanjay Shah has been appointed as Managing Director of Succession Advisory Services Ltd •    Simon Charles has been appointed as Group HR Director •    Hazel Hodge, Helen Blackmore, Karen Kin...

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PRESS RELEASE: SUCCESSION GROUP ACQUIRES EQUITY INVEST AND PAUL JONES FINANCIAL SERVICES

Succession Group has acquired two more firms from its affiliated membership, taking the number of businesses acquired in 2017 to date to four. Over the last three years, Succession has purchased 36 firms and plans to accelerate further acquisitions in line with its plan to create the UK’s largest independent wealth management business. Paul Morrish, Succession’s Group Corporate Director, sa...

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PRESS RELEASE: SCOTTISH CHARTERED FIRM JOINS SUCCESSION MEMBERSHIP

Edinburgh and Glasgow-based Chartered Financial Planner Firm, Accountants Financial Services (Scotland) Limited has joined Succession Advisory Services (Succession) as a Member Firm in a move that will see the firm benefit from Succession’s specialist investment proposition and proven consultancy services allowing the business to further develop their current successful client management propo...

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