Progeny names new head of Belgium office
Amanda Newell steps up
Progeny
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PEOPLE MOVES: Evelyn Partners, Blacktower, Progeny, GSB, Lombard Odier
Evelyn Partners adds another chartered financial planner
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Progeny appoints Tom Wood as CFO
Formerly chief restructuring and financial officer of the Co-Operative Bank
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Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
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The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
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Progeny acquires UK IFA firm
Adding £600m of assets under management
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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What advisers need to know about being acquired by a PE-backed firm
It is ‘critical to find a synergy’ between both companies
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
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Why I became a financial adviser…
Victoria Ross was an investment banker before joining Progeny