With increasingly complex markets and onerous regulation, many financial advisers find that outsourcing the management of client investments to a specialist asset management team is in the clients’ best interest. Our aim is to work with you to achieve the best results for your clients and your business.
At Progeny Asset Management, we can meet all your clients’ needs whilst we offer the same exceptional personal service that your clients expect from you. We offer a Bespoke Discretionary Service, a Managed Portfolio Service and an Optimised Passive Income Solution. Your clients can access these services through offshore bonds, SIPPs, ISAs and other products. Our services are also available through multiple platforms.
The benefits for you
- You retain full ownership of your clients
- All clients benefit from a robust, demonstrable and repeatable investment process regardless of investment amount, helping to satisfy your TCF requirements and reduce risk
- Creates more time for identifying new clients and increasing revenue
- You will have a single point of contact for all business issues
- We are able to facilitate compliant adviser charging for both initial and ongoing fees as agreed by your clients
- We will not market your clients unless they explicitly ask us to
The benefits for your clients
- Comprehensive full-time portfolio management
- Transparent fee structure with no additional dealing charges
- Reporting on a quarterly basis
The end to end discretionary investment service is undertaken by our expert team, giving you more time to focus on your clients’ wider financial planning requirements.