Strategic Partners

At Succession we believe that by outsourcing the investment management of a clients’ assets to our strategic partners, our financial planners gain access to investment strategies that allow them to focus on a clients’ personal financial needs and concerns.

The strategic partners we have chosen for the Succession Investment Matrix and Specialist Investment Sector represent the central investment philosophy of the group.  They provide a full range of investment styles and disciplines and were chosen from institutionally strong companies with robust and repeatable processes.