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Succession selects Praemium to provide discretionary platform service

Succession Advisory Services has chosen Praemium to provide a discretionary platform service to its investment matrix members.

Succession’s matrix has been developed using risk and research experts Rayner Spencer Mills to create a range of best of breed solutions based on academic research, emphasising diversification, strategic asset allocation and automatic rebalancing.

It is a completely audited investment process with risk profiling that enables IFAs to view funds across a range of investment styles from passive to multi asset active and a suite of ‘lifestyle’ funds.

To date Succession has signed 10 IFA firms, bringing funds under management within its investment matrix to £1bn.

A statement from Praemium says: “Praemium’s dps platform enables advisers to concentrate efforts on planning rather than fund selection.”



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