Our unique combination of financial and legal services...

Stock market chart

Asset Management

Progeny Asset Management provides tailored discretionary investment management solutions to help all generations navigate financial markets.

Our client-focused approach means that we get to know you, your investment goals and your risk appetite so that we can provide you with the highest level of service and the right investment solution. Your Investment Manager is on hand to answer your queries or put plans into action, and our wider expert team provides a wealth of experience to tap into.

We construct bespoke portfolios designed to match your individual requirements and can consider a broad range of asset classes. We also offer a managed portfolio service which, depending on your circumstances, may suit you better. We have a range of innovative solutions available exclusively to clients that come to us through a financial adviser.

We pride ourselves on having established relationships with company management teams, fund managers and investment analysts. We work with our clients to build a strong bond that can last a lifetime, giving them the confidence that their wealth is working for them.

The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.