Bringing you live news and features since 2006 

Clay Rogers joins Succession platform

RELATED TOPICS​

Midlands-based financial planning firm Clay Rogers and Partners has joined Succession Advisory Services, the UK vertically integrated, open architecture platform with controlled distribution.

The Birmingham-based financial planning organisation, which has almost doubled its funds under management to GBP450m in the last five years, has grown through acquisition and referrals. 
 
Clay Rogers managing director Mark Rogers (pictured) says: “Becoming a member of Succession is a complementary position for our business following a period of sustained growth. We have a very clear vision to develop our proposition and the specialist team at Succession will provide the consultancy and support to help us achieve our long-term goals.
 
“Clay Rogers has a well-established reputation among our professional community, and we have developed close links with accountants and solicitors.  With 30 highly qualified staff, and quality planning at our core, we are excited about the opportunities to work with Succession, benefitting from best practice principles and sharing insight with Succession’s 60 member firms to build productive and profitable relationships, with clients at the heart of the proposition.”
 
Simon Chamberlain, chief executive of Succession, says: “Our partnership with Clay Rogers clearly demonstrates that the Succession proposition is attractive to the biggest and best financial planning and wealth management firms in the UK.  Succession is still the only business of its kind that is truly aligned with the business objectives of its member firms. We are unique in that we are seeking companies that want to continue to grow value rather than exit the industry, as we all work together in true partnership to capitalise the group at the end of 2017.” 

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by