Wealth manager Q&A with Alice Shaw: Making a connection
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
Succession Group
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Succession’s Andrew Barker: ‘Change brings opportunity’
Director of proposition on recognising the value wealth management can bring to clients and the importance of keeping an open mind
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Succession founder Chamberlain dies
Succession Group founder and group chief executive Simon Chamberlain died on Friday 17 March, aged 51.
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Succession snaps up female-focused IFA in latest shopping spree
Acquisitive UK wealth manager Succession Group has added Independent Women to its list of recent purchases.
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Succession completes takeovers following £25m funding
Wealth manager Succession Group has acquired IFA Chambers Group and financial planner Plan4Wealth for a total of £10m.