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Progeny

Progeny partners with consultancy to launch next gen advice project

Companies

Progeny partners with consultancy to launch next gen advice project

To design and deliver ‘next generation advice journeys’

clock 23 January 2024 • 1 min read
Conduit for change: Recruiting more women into fund management

Investment

Conduit for change: Recruiting more women into fund management

Female fund manager numbers increased by just 0.1% last year

clock 02 November 2023 • 4 min read
Progeny to acquire Edinburgh advice firm adding £600m in AUM

Your profession

Progeny to acquire Edinburgh advice firm adding £600m in AUM

The Leeds-based firm looks to ‘strengthen’ presence in Scotland

clock 24 October 2023 • 1 min read
Why political kite-flying is not helpful for clients or advisers

Your profession

Why political kite-flying is not helpful for clients or advisers

'It is our role to help them navigate this noise'

clock 12 October 2023 • 4 min read
Business transparency: What Progeny learned on its B Corp journey

Your Business

Business transparency: What Progeny learned on its B Corp journey

'The biggest challenge pre-assessment is to try and understand the scope'

clock 12 October 2023 • 5 min read
Army Captain to adviser: Nick Onslow on facing challenges head-on

Your profession

Army Captain to adviser: Nick Onslow on facing challenges head-on

'I always wished there were other experienced-based routes'

clock 06 October 2023 • 5 min read
ESG engagement: Why storytelling for sustainability matters

Green

ESG engagement: Why storytelling for sustainability matters

'Planners can play a critical role in shaping retail investor behaviour'

clock 09 August 2023 • 4 min read
Progeny buys up rival wealth manager Fiscal Engineers

Your profession

Progeny buys up rival wealth manager Fiscal Engineers

Moles says the deal will ‘add a great deal of value’ to Progeny’s proposition

clock 07 August 2023 • 1 min read
Progeny sees revenue up in excess of £10m after acquisition successes

Your profession

Progeny sees revenue up in excess of £10m after acquisition successes

Firm also received corporate Chartered status from the CII earlier this year

clock 02 August 2023 • 1 min read
The B Corp movement: Why Progeny made the commitment

Your Business

The B Corp movement: Why Progeny made the commitment

Why become a B Corp in the financial services sector?

clock 20 June 2023 • 4 min read
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