Progeny Proposition
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.
A compelling proposition supported by 5 key strengths
01
Leading wealth manager:
Progeny is a leader in the fast-growing wealth management market in the UK and internationally, giving it scale in a fragmented advice market.
02
Differentiated and diversified client offer:
Progeny has a broader client offer than is typical in its industry combining chartered financial planning and asset management with tax, human resources, and private and corporate legal services, offering clients a competitive and differentiated service.
03
Profitable, cash-generative and well capitalised:
Progeny is profitable, cash-generative, and well capitalised with assets under advice and management of approximately £9 billion and £4 billion respectively, providing it with a firm foundation for future growth.
04
Strong governance:
Progeny has highly experienced and proven management that is focused on delivering an ambitious growth strategy that includes Ewen Stevenson, former Group CFO of HSBC, Tom Wood, former CEO of Shawbrook, Bobby Ndawula, former CFO of Skipton Building Society.
05
Fast-growing addressable market:
Progeny’s proposition, supported by 640 employees across the UK, Singapore, UAE, Hong Kong and Belgium, makes it ideally positioned to meet the growing and increasingly complex demands of an ageing population that is striving to build and preserve wealth in the UK and internationally.
More about Progeny
Our governance framework creates the structure for the correct oversight of the business, while ensuring client focus remains central to all our activity.
Progeny’s rich history spans over 40 years, yet we operate like a high-growth startup.
Our Boards and executive committee set and execute the strategy for the business, driving Progeny to achieve its ambitious objectives, always with clients central to our decisions and activity.