Family Office

Succession Wealth

Succession Wealth, founded in 2009 and headquartered in Birmingham, is a wealth management firm owned by Aviva with offices across the UK. It operates alongside Succession Advisory Services to provide comprehensive financial services to clients.As of October 2025, the firm had approximately £10bn of assets under advise…

Assets Under Management

$1B-$10B

Headquarters

Birmingham

Website

www.successionwealth.co.uk

Decision-makers

Managing Director & Investment Committee Chair

Aaron Taylor

Head of Investment, Governance & Oversight

Jason Ducker

Senior Investment Specialist

Adam Smith-Hospedales

Investment Analyst

Matthew Frampton

Investment Analyst

Annette Kinsman

Head of Distribution Platfrom & Investments

Simon Taylor

Managing Director & Investment Committee Chair

Gareth Watts

Senior Investment Analyst

Andy Barr

Private Wealth Management Specialist

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