News, Comment & Analysis results for Succession Wealth

M and A
20 November 2024

Deals Of The Day: The Latest In Wealth Management M&A – JTC, FFP, Succession Wealth, True Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
5 September 2024

Succession Wealth Names New Wealth Director

UK wealth management and financial planning group Succession Wealth creates new role. ...

M and A
10 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

The latest mergers, acquisitions and corporate actions in the wealth management sector. ...

People Moves
22 November 2023

Succession Wealth Names New Head Of M&A

Succession Wealth makes senior hire, as part of its growth plan after Aviva bought it last year. ...

People Moves
17 October 2023

Who's Moving Where In Wealth Management? – Succession Wealth, MEIRA, Sienna Real Estate

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

M and A
10 May 2023

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

The latest M&A deals in wealth and asset management. ...

Technology
28 February 2023

Succession Wealth Cybersecurity Story Reinforces Threat Risks

The UK wealth management group hasn't elaborated on the details of how its business was targeted....

M and A
6 October 2022

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

The latest mergers and acquisitions and other corporate actions in the wealth management sector. ...

M and A
9 November 2021

UK's Succession Wealth Reportedly Up For Sale

The firm, which has about £8.2 billion in assets under administration, was founded in 2009. ...

Compliance
18 April 2012

Succession Wealth Management To Opt For Restricted Status

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Comment & Analysis results for Succession Wealth