Succession Model Portfolios powered by LGT Vestra

LGT Vestra is a London partnership that was founded in 2008. As part of our proposition we are committed to providing a range of investment options to serve the needs of Financial Advisers and their clients.

Importantly, we are an independently owned business that is determined to bring fresh thinking to the provision of wealth and investment management.

We have worked in partnership with Succession since 2009, developing market leading model and bespoke portfolios for clients and we are proud to be part of the Succession Investment Matrix. We understand that our investment solutions can only be successful if they work in conjunction with a robust financial and cashflow planning proposition. This is a specialised area of advice for which Succession has created an outstanding reputation in delivering to their clients.

We look forward to continue working with Succession and their clients by offering excellent service and rewarding investment outcomes