What makes an exceptional investment manager?

We provide intelligent investment management, for the clients and climate of today.

We have developed our innovative offering by being agile and responsive to our clients’ needs and market conditions. Too many investors pay for poor investment performance and sub-standard service. We’re here to show that there’s another way.

Our range of efficient solutions and services have been created with you in mind, wherever you are in your life and whatever your goals.

We will work closely with you to achieve your investing aims. You’ll have an investment manager on hand to answer your questions and put plans into action. This is backed up by a wealth of additional experience in our wider asset management team and the broader multi-service offering that Progeny provides.

Our Portfolio Review Service provides a review of your existing portfolio to establish the level of risk taken, the performance achieved and the true costs incurred, suggesting improvements where necessary.

Discovery

We start by learning about you, your investment goals and your aspirations. These will be the building blocks for your investment strategy.

Risk Management

Establishing the level of risk that you are comfortable with enables us to choose appropriate investments to match your risk profile, while helping you to achieve your investment targets.

Execution

Our innovative solutions have been developed with today’s investor in mind. We are agile and responsive to your needs, providing an efficient and exceptional service.

Return

Our performance-focused approach and robust and tested processes are in place, aiming to ensure our investment strategy delivers the right outcome for you.

Our unique combination of financial and legal services…

Our Solutions

We call our products and services ‘solutions’ because we aim to help you to achieve your financial aspirations.

We took a fresh look at what clients want from an asset management firm and used this to create new products with a focus on performance and costs, which can already demonstrate an impressive track record.

Our ability to respond to your needs and the investment climate has helped us to develop a new adaptive offering and efficient, transparent processes that meet the demands and budget of today’s investor.

We offer a Bespoke Portfolio Service for investors with specific individual requirements, as well as a set of Dynamic Growth Portfolios which compile a carefully-chosen and well-diversified suite of assets ready-made to invest in.

Our solutions can help you prepare for Inheritance Tax or ensure an ethical approach to your investing. We have designed a specific solution to maximise income in a low interest rate environment, which is available to clients who come to us through a financial adviser.

Finally, our Portfolio Review Service provides a review of your existing portfolio to establish the level of risk taken, the performance achieved and the true costs incurred, suggesting improvements where necessary.

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.