People Moves
Succession Wealth Names New Wealth Director
UK wealth management and financial planning group Succession Wealth creates new role.
Succession Wealth has appointed Graham Nicoll (pictured) as director of wealth.
Nicoll will join Succession’s executive committee in a newly-created role which will see him manage Succession’s financial planning community and developing of the business. He will report directly to Roger Marsden, Succession Wealth CEO, the firm said in a statement.
Nicoll has a track record of delivering enhanced client propositions and business growth in the wealth management profession. Notably, through to 2023, he managed all elements of wealth management and digital investing distribution across Barclays UK, overseeing significant proposition improvements, including the rollout of several technology upgrades enhancing client service to more than 180 advisors across the business.
In his most recent role at Alantra, a mid-market investment bank, Nicoll provided corporate finance advice to growing businesses in financial services, fintech and business services, the firm added.
Established in 2009, Succession Wealth is a large UK wealth management and financial planning businesses, managing over £9 billion ($11.8 billion) of clients money.