News

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-dig...

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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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IAN SHIPWAY APPOINTED NON EXECUTIVE DIRECTOR TO SUCCESSION HOLDINGS’ WEALTH MANAGEMENT DIVISION

Succession Holdings Limited, the vertically integrated financial services business controlling its own advice, platform and fund management activities, has appointed Ian Shipway as a Non Executive Director of its national wealth management advisory business Succession Group, strengthening the team and adding expertise. James Stevenson, Managing Director of Succession Group comments: “I am ...

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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 King and Mark Stokes have been appointed into strategic roles, as the business scales operati...

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