Quadrant adds to Progeny’s London-based wealth management offering.
Progeny Group, which provides a rare combination of wealth management and legal advice for private clients, corporates and family offices, is supporting the management buyout of Quadrant Group, a Stanmore-based wealth management firm serving private and corporate clients. The Quadrant team will join Progeny and continue to focus on building its core wealth management offering, while offering clients an expanded range of services including legal and tax advice.
Neil Moles, Managing Director of the Progeny Group, said: “We are delighted to be partnering with the team at Quadrant Group. Quadrant is an experienced team of professionals that shares our client-first approach and focus on tailored solutions suited to each client’s different objectives. Going forward they will also share in the success of Progeny. We look forward to working together to offer clients insightful, joined-up strategic financial advice, including legal services and wealth structuring. Today, that is what is required to safeguard and grow wealth over generations”.
“Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England. We will now have significant wealth advisory resources in London as well as the north of England, enabling us to better serve individuals, families and corporates based in the UK with assets and bases outside the UK.”
Andrew Pereira, Managing Director of Quadrant Group added: “We are hugely excited to become part of the wider Progeny Group. We have long admired Progeny Group as the first multi-service professional platform aligned with the goals of its clients. Progeny and Quadrant are a perfect fit bringing together the talents of both businesses, our shared culture and complementary geographic presence. As part of Progeny, we will continue to care for our client’s wealth but now with a broader range of services including legal and tax advice, delivered by very talented individuals. This will add real value to all clients and will ensure they achieve their goals and protect their wealth for generations to come”
About Progeny Group
Progeny Group provides wealth management and legal advice for private clients, corporates and family offices. We are the first multiservice professional platform designed to match client goals with those of the professionals advising them. We were established for tomorrow’s wealth: we offer pragmatic, reliable advice to protect and grow wealth over generations. Based in Leeds and London, we comprise more than 55 investment professionals and more than 15 lawyers. Learn more at: www.theprogenygroup.com.
Read more about why Quadrant Group is joining Progeny Group in Andrew Pereira’s latest blog post: Teaming Up to Protect Your Family’s Wealth.
This news has also been covered in the following publications: FT Adviser, Citywire Wealth Manager, Portfolio Adviser, the Yorkshire Post, The Business Desk, and Wealth Adviser.