Succession appoints Sally Humphris to strengthen wealth management expertise
Sally Humphris has been appointed as Executive Director at Succession, further strengthening the firm’s expertise and relationships across Australia’s wealth management and financial services sectors.
Ms Humphris brings more than 25 years of financial markets experience, including senior sales and distribution roles with global investment managers such as Bank of America, Merrill Lynch and Macquarie Group, as well as specialist managers including ABN Amro, La Trobe Financial, Ignition Wealth, Private Portfolio Managers, Clearway Capital and Crowd Property.
Her career has spanned investment management, equity research and institutional stockbroking, providing a broad understanding of investment markets and the commercial dynamics shaping the financial services industry.
Ms Humphris has an extensive network of relationships across wealth management, including independent financial advisers, boutique advice firms, investment platforms, family offices and dealer groups.
In her new role, Humphris will support Succession’s continued growth.
Paul Richardson, managing director of Succession Recruitment, said Ms Humphris’s experience and industry relationships was a valuable addition to the team.
He said the appointment comes as Australia’s financial services sector continues to evolve to today’s dynamic marketplace, creating opportunities for businesses to strengthen their capabilities, develop talent and build deeper relationships across the wealth management industry.
