Succession wealth director on doubling assets without doubling advisers

Graham Nicoll talks technology and homegrown talent focus

Jen Frost
clock • 8 min read

Technology could play a role in enabling Succession Wealth (Succession) to double its assets under management (AUM) within the next three to five years, its director of wealth Graham Nicoll told PA.

This would be despite Nicoll predicting adviser numbers at the firm might swell by a more modest 15% to 20% over the same period. "I believe we could probably double the business in terms of, for example, AUM, by delivering better technology and tools that make us more efficient that mean that we can add more value to clients", Nicoll said. One-time "accidental [fitness] entrepreneur" Nicoll, who was named Succession director of wealth last September, sat down with PA to discuss his first months in the role and what next for the business. Client-centricity and consistency focus T...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 30 July 2025 • 2 min read
Editor's view: IHT reform plans leave a bitter taste

Editor's view: IHT reform plans leave a bitter taste

The editor's Friday Night Takeaway from 25 July

Jen Frost
clock 25 July 2025 • 3 min read
Advisers call for more relaxed regulation to enable organic growth

Advisers call for more relaxed regulation to enable organic growth

More than three quarters are seeking AUA increase

Isabel Baxter
clock 24 July 2025 • 3 min read