Aaron Taylor

Examiner
DISC Type : sc

Director of Investments at Succession Advisory Services

Liverpool, England, United Kingdom

Overview

Aaron is the Director of Investments at Succession Advisory Services, where he specializes in investment governance and strategic portfolio management. He chairs the Investment Committee and oversees a diverse range of risk-rated multi-asset portfolios. He holds an MSc from Sheffield Hallam University and a Bachelor of Laws.

He is described as a critical thinker and a noted thought leader on the real-world applications of blockchain and tokenization.

Personality Overview

Late Adopter

Status Quo Seeker

Unexpressive

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Investment Governance
His career has centered on building and leading the governance infrastructure that underpins how his firm invests on behalf of clients.
Sustainable Investing
He actively manages a range of specialized portfolios, including Sustainable Active, Sustainable Systematic, and Ethical strategies.
Blockchain & Tokenization
Described by peers as a "noted blockchain and tokenization thought leader" who understands its deeper, transformative aspects.

Media Appearances

Aaron has no verified media appearances

Work History

6-2026
Director of Investments at Succession Advisory Services
1-2024 - 6-2026
Head of Investment, Governance & Oversight at Succession Advisory Services
1-2021 - 1-2024
Model Portfolio Service Manager at Succession Advisory Services
2-2019 - 4-2019
Administrator at Succession Wealth
Pro Bono at Irwin Mitchell

Education

2017 - 2018
MSc from Sheffield Hallam University
2014 - 2017
Bachelor of Law LLB (Hons) from The University of Law

More Information

Social Presence :

Prographics :

Exp : 5 Location : Liverpool, England, United Kingdom Job Level : Mid-senior Designation : Director of Investments at Succession Advisory Services
URL has been copied!

Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Aaron

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Aaron take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Aaron

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.