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Succession Holdings, founded in 2009 in Birmingham, UK, is an independent wealth management business offering financial planning.
Based in Birmingham, UK, and founded in 2009, Succession Holdings Ltd. is an independent wealth management business led by CEO James Stevenson. It provides financial planning to individual and corporate clients through an open architecture platform with access to more than 4000 funds and alternative investments. In June 2016 Inflexion Private Equity Partners and HSBC Bank invested approximately GBP 25 million, and the firm has around GBP 8 billion in assets under administration across 17,000 clients and 170 wealth planners.
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