Dawn Buckingham has joined as group operations director, moving from Investec where she was head of operations.

Chris Truman joins the firm as chief technology officer. He joins from parent firm Aviva where he held several IT-focused leadership roles.

Ms Buckingham will lead client delivery, Paraplanning, and investment operations. Her former roles include chief operating office for Investec Private Bank and positions at RBS and Commerzbank.

Mr Truman will lead the firm's IT department with a focus on strategic architecture, infrastructure and operational IT.

His career spans 25 years including roles at Telecity Networks and SABMiller.

James Stevenson, CEO at Succession Wealth, said: “The quality of our proposition and supporting the evolving needs of our clients has always sat at the heart of our business.

"With Dawn and Chris’ exceptional insights, expertise and leadership, I believe we will continue to find new ways to do this – ensuring our offering becomes even more compelling for our clients, partners and planners, while contributing to further growth.

“Their appointments are also testament to the quality of talent that we already have at Succession, as well as our ability to continue to attract new talent, both to our Executive Team and throughout our organisation.”

Succession Wealth was bought by Aviva for £385m in August 2022.

In February, Succession Wealth was the victim of a cyber-attack. It said it notified the appropriate authorities and introduced further security measures to protect clients’ assets. 

Succession Wealth was established in 2009 and is a major UK wealth manager and Financial Planner. It has 16 offices in the UK and a workforce of 600, including 200 wealth planners looking after 19,000 individuals, families and corporations.