Succession parent company promotes James Stevenson to Group CEO

To continue as wealth management MD

Victoria McKeever
clock • 1 min read

Succession Holdings, parent company of Succession Advisory Services and Succession Group, has appointed managing director James Stevenson as group chief executive.

The appointment is effective from 1 January 2018, when Stevenson (pictured) will also join the Succession Holdings board. He will retain his position and responsibilities as Succession Group managing director, the independent wealth management business. Stevenson joined Succession Group in 2015 as group operating director and, in September 2016, he assumed full commercial, operational and financial responsibility for Succession Group. Succession Holdings executive chairman Ray Pierce said: "2017 has been a year of outstanding performance and significant growth for Succession. This app...

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 profession

The Platforms Association launches UK's first transfers charter

The Platforms Association launches UK's first transfers charter

Designed to modernise investment transfers

Sophia Panayi
clock 25 June 2026 • 2 min read
Half of UK advisers cannot see clients' crypto assets

Half of UK advisers cannot see clients' crypto assets

Research from CoinShares

Sophia Panayi
clock 25 June 2026 • 2 min read
SENDA launches first accredited training courses for special needs planning

SENDA launches first accredited training courses for special needs planning

Full certification programme to follow

Sophia Panayi
clock 25 June 2026 • 3 min read