Aaron Taylor

Head of Investment, Governance & Oversight @Succession Advisory Services

Liverpool, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Head of Investment, Governance & Oversight @Succession Advisory Services

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EDUCATION

2007 — 2014

Calday Grange Grammar School

GCSE & A Levels

2017 — 2018

Sheffield Hallam University

MSc, Wealth Managment

2014 — 2017

The University of Law

Bachelor of Law LLB (Hons), Law

ABOUT AARON TAYLOR

Specialising in overseeing investment governance and strategic portfolio management. At Succession Advisory Services, I lead a diverse range of risk-rated multi-asset portfolios including Active, Blended, Passive, Sustainable Active, Sustainable Systematic, Ethical, and Decumulation strategies. My role involves bridging gaps in propositions and spearheading key projects, ensuring robust compliance and performance alignment with client needs. I chair our Investment Committee and am passionate about connecting with peers to discuss and shape the future of investment strategies.

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Aaron Taylor — Head of Investment, Governance & Oversight at Succession Advisory Services in Liverpool, GB | Unifers