Our unique combination of financial and legal services…

Our portfolio review service is an independent evaluation of the investment strategy and performance of a current investment manager after costs, and how this compares to the industry generally.

With Mifid II legislation in place, fund managers must comply with enhanced transparency on fund and transaction costs, regular client reporting, and disclosures of conflicts which enables us to make meaningful comparisons to ensure the service investors are receiving offers value for money.

Below are some of the due diligence questions our service appraises.


  • Are the financial goals well defined?
  • Does the portfolio materially match the objectives and tolerance for risk?
  • Does the solution meet the investors’ needs?


  • How are dealing commissions, fund selections, and fees impacting on the returns?
  • Does the Investment Manager offer a choice of tailored solutions?

Risk Management

  • What Due Diligence has been undertaken and how is the portfolio monitored?
  • Is there a structured process to ensure that the investments remain within their articulated risk appetite, and any changes to their circumstances are met?


  • How regularly are investors getting updates on their portfolios?
  • Are there regular communications on how the decisions taken meet the objectives?
  • Has the overall performance of the portfolio been negatively affected by the costs and charges of the fund manager and investment products?

Progeny charge £500 excluding VAT for a portfolio review which may be rebated against our service agreement.

Request Your Review Now

Download the Brochure

To learn more about our Portfolio Review Service, download the brochure now.

Let’s Get Started!

Contact us today to arrange your Portfolio Review, and get bespoke advice on your investment strategy.

Email communications are not secure and for this reason Progeny cannot guarantee the security of this email, its contents, or that it remains virus-free once sent.

This communication is not investment advice. 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. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.