Aaron Taylor in

Aaron Taylor

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Director of Investments at Succession Advisory Services
📍 Liverpool, England, United Kingdom

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.

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Experience
5 Years
Current Role
Director of Investments
Job Level
Mid-senior
Location
Liverpool, England, United Kingdom
Personality Overview

How Aaron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aaron cares 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.
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Career

Work history

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

Media appearances

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Education
2017 - 2018
MSc
Sheffield Hallam University
2014 - 2017
Bachelor of Law LLB (Hons)
The University of Law
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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