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...
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