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Succession Holdings Jersey appoints chairman


Succession Holdings Jersey Ltd, one of the UK’s largest independent wealth management and financial planning groups, has appointed Patrick Gale to the position of Non-Executive Chairman.  

This appointment follows the retirement of Ray Pierce, who has held the role of Chairman of Succession since its formation in 2009. Gale will take over the role on 1st September 2020.

Drawing on his industry experience, Gale will provide support and direction as Succession embarks on its next stage of growth and the delivery of its strategic plans. His role will involve working with investors, providing senior counsel, and helping the Group continue to be best positioned to provide maximum value for clients across the UK.

Gale joins Succession with over 30 years’ experience in financial services, having previously held senior roles at Misys PLC and leading IFA service company Sesame, where he was CEO for seven years. He has since worked in a non-executive and advisory capacity across multiple leading financial services institutions, including Aegon, Defaqto, JLT Group, INED, The Boston Consulting Group and The Aztec Group.

James Stevenson, Succession CEO, says: “We would like to say a huge thank you and a fond farewell to Ray Pierce, who is retiring after over a decade of chairing Succession’s business. Ray’s vision, support and guidance has had a huge impact on Succession’s growth to date. As a result, Succession is now in a very strong position to continue to become the UK’s foremost professional financial planning practice.

“We are also delighted to welcome Patrick Gale as Non-Executive Chairman. Patrick’s calibre and wealth of experience in this sector will be hugely important in helping us to build upon our strong foundations to achieve our ambitious long-term goals.”

Gale says: “I am thrilled to be joining a dynamic firm like Succession, who are widely renowned for providing an industry-leading client experience. At a time when there is greater demand for a more personalised and holistic approach to wealth management, Succession is well placed to build on its client centric offering and continue to deliver value to its clients and partners. Its growth story to date is very impressive and I look forward to working with James and the rest of the management team to help strengthen and grow the business further.”

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