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James Stevenson
SUCCESSION GROUP KICKS-STARTS 2018 BY ANNOUNCING ACQUISITION OF FOUR MORE FINANCIAL SERVICES FIRMS

Succession Group, the independent wealth management business, has acquired four financial services firms from across the UK. These deals add £255 million in combined funds under management and bring the total number of acquisitions made by Succession between January 2014 and 31 December 2017 to 47. The acquired companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasg...

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James Stevenson
SUCCESSION APPOINTS JAMES STEVENSON AS GROUP CEO

James Stevenson has been promoted as Group Chief Executive Officer of Succession Holdings, the parent company of Succession Advisory Services and Succession Group. The appointment is effective from 1st January 2018, at which time Mr Stevenson will also join the Board of Succession Holdings. Mr Stevenson will retain his position and responsibilities as Managing Director of Succession Group, t...

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TWO “FAST TRACK” ACQUISITIONS

PRESS RELEASE - 2 November 2017 TWO “FAST TRACK” ACQUISITIONS ADD OVER £400M FUNDS UNDER MANAGEMENT TO SUCCESSION GROUP Succession Group has completed two acquisitions, using its new fast-track acquisition process to buy Edinburgh and Glasgow-based Accountants Financial Services (Scotland) Ltd, (AFS), and Manchester and Stratford-on-Avon-based H&L Financial Limited (the holdin...

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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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