Succession Wealth
PEOPLE MOVES: HSBC, Succession Wealth, Nedgroup Investments
Bank makes c-suite changes in its wealth unit, while advice firm hires chief commercial officer
Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’
UK financial planner moves headquarters to Birmingham
Firm says it was a ‘logical choice’ and the city has become a ‘major attraction for large businesses’
Half a billion FUM boost for wealth manager
Firm is actively eyeing large, quality financial advice businesses after latest acquisition
Sarah Lord joins UK wealth management firm
Mazars and Killik & Co alum will take charge of client experience