Succession
The Asian succession struggle: How banks are managing inheritance for the first time
In the second of our succession series, Richard Hartung looks at succession from an Asian perspective. This article was preceded by:…
The succession swindle: Why advisors should do more to help the next-gen
Private banks often say they focus on succession planning and engaging the next generation. But do they really have their…
Succession Group buys two advisory firms
Consolidator Succession Group has acquired Inverness-based MacKenzie Investments and Cheltenham-based Warwick Butchart Associates for an undisclosed sum. The acquisitions add…
Succession appoints new group CEO
Succession Holdings, the parent of British wealth manager Succession Group, has named James Stevenson as its new group CEO. Stevenson…
Succession snaps up four advisory firms
Consolidator Succession Group has acquired four financial advisory firms from its affiliated membership. Succession has paid a combined consideration of…
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