Aaron Taylor
Head of Investment, Governance & Oversight @Succession Advisory Services
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WORK HISTORY
Head of Investment, Governance & Oversight @Succession Advisory Services
EDUCATION
Calday Grange Grammar School
GCSE & A Levels
Sheffield Hallam University
MSc, Wealth Managment
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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