UK mid-market buyout house Inflexion has sealed an investment in one of the country’s largest privately-owned wealth management businesses.
Succession Holdings was founded in 2009 by current CEO Simon Chamberlain, and provides financial advice to private and corporate clients.
Inflexion said its investment would enable the company’s management team to deliver their vision of creating the UK’s largest independent wealth management business through a focused ‘buy & build’ programme.
Simon Turner, managing partner at Inflexion, said, “We’ve been tracking Succession for three years having been introduced to the company by its chairman.
“We’re excited to be investing in the UK’s resurgent financial services market, backing this ambitious team who have created a strong business and robust operating platform.”
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