People Moves
Succession Group's Parent Firm Strengthens Senior Team Amid Acquisition Drive

Serial acquirer Succession Group’s parent company, Succession Holdings, has added a raft of senior staff to its senior management team to aid its efforts to take on 50 firms by the end of 2017, with 10 already completed.
Serial acquirer Succession Group’s parent company, Succession Holdings, has added a raft of senior staff to its senior management team to aid its efforts to take on 50 firms by the end of 2017, with 10 already completed.
The six confirmed in the team’s restructure will help to meet the
challenges of the next phase of the firm’s growth, Simon
Chamberlain, group chief executive of UK-based Succession
Holdings said in a statement.
Joining as group finance director is Michael Hill, who will lead
the integration of the relocated finance function in Plymouth. He
previously served as UK group chief financial officer at
broadband provider Tiscali. Hill replaces Richards Rhodes after
his departure in October.
The other five appointments to the team have moved from various
companies within the Succession Holdings umbrella up to the
parent company itself. Christian Captieux, previously of
Succession Group, will move in his role of group regulatory
officer to Succession Holdings where he will head the compliance
team and governance and risk functions in line with the FCA
regulatory agenda, the firm said.
Paul Morrish, previously a partner at the firm’s platform and
consultancy business Succession Advisory Services, becomes group
regulatory officer. Here he will preside over commercial and
legal aspects of member firm acquisitions on an industrial
scale.
Also joining the directorial team is a former owner of one of
Succession Group’s acquired firms, Smart Wealth. Sanjay Shah
becomes group distribution director, where through strategic
growth he will develop the firm’s three advice services. These
are Succession Wealth Management; Succession Financial Management
for clients lower down the wealth scale, and Succession Benefit
Solutions, provider of corporate solutions for employers.
Succession Advisory Services' director of platform services,
Simon Taylor, will become Succession Holdings' platform and
investment director. He will manage relationship between the
firm’s IT providers and its strategic fund management
partners.
Finally, Debbie Walker becomes client services director at
Succession Holdings, building multi-functional team to support
Succession Group’s client-centric propositions. She will also
take charge of Model Office, the firm’s communications
infrastructure which helps advisors ready themselves for
acquisition by Succession Group.
Furthermore, Succession Holdings will name three regional
directors in January, who will overview its national hubs and
deliver training and recruitment services to its member
firms.
“More than £2 billion of client funds have now been placed on the
Succession investment platform and £10 billion of funds are held
under management by our 350 advisors,” Chamberlain said.