Strategic Partners

At Succession we believe that by outsourcing the investment management of a clients’ assets to our strategic partners, our financial planners gain access to investment strategies that allow them to focus on a clients’ personal financial needs and concerns.

The strategic partners we have chosen for the Succession Investment Matrix and Specialist Investment Sector represent the central investment philosophy of Succession Advisory Services. They provide a full range of investment styles and disciplines and were chosen from institutionally strong companies with robust and repeatable processes.

We have also partnered with market leading product partners to ensure we have a strong and comprehensive proposition.