Wealth manager Succession has named Patrick Gale as its new non-executive chairman, with immediate effect.
Gale replaces Ray Pierce, who has chaired the firm Succession since its inception in 2009. Pierce has now retired.
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Gale noted: “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.”
In the new role, Gale will offer direction to support the firm’s next phase of growth.
He will work with investors and offer senior counsel.
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By GlobalDataGale’s background
Gale formerly was the CEO of adviser firm Sesame for seven years.
In his three-decade-long career, he also had stints at Aegon, Defaqto, JLT Group, INED, The Boston Consulting Group and The Aztec Group.
Succession CEO James Stevenson lauded Pierce, stating that his vision was integral to Succession’s growth.
Stevenson said: “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.”
