Progeny’s news

Progeny Launches New Investment Firm Progeny Asset Management

11th October 2016

Progeny, the multi-service professional platform, announce today the launch of Progeny Asset Management, a discretionary investment management firm offering bespoke and model portfolios.

News of Progeny Asset Management’s launch has been published in the following publications:
Citywire Wealth Manager – 11th October 2016
Investment Week – 11th October 2016
Financial Planning Today – 11th October 2016
BDaily – 11th October 2016
Wealth Adviser – 11th October 2016
Wealth Briefing – 12th October 2016
Private Banker International – 12th October 2016
Yorkshire Business Insider – 19th October 2016

Progeny Asset Management, launched by Directors Ian Hooper, Michelle Parkin and Jon Moody, and Investment Managers Craig Melling and David Battersby, offers a tailored investment management solution, working with clients to navigate the financial markets by growing and preserving future wealth. The team is completed by Investment Manager’s assistant Rachel Blythe.

Neil Moles, Managing Director of Progeny, comments: “Progeny Asset Management’s launch is a crucial milestone for Progeny. Their expertise and experience will benefit our wealth management service offerings to our client base.

“Progeny was born out of an ambition to create the first multi-service professional platform designed to match client goals with those of the professionals advising them.”

Ian Hooper, Director of Progeny Asset Management, says: “We are delighted to be part of The Progeny Group. Our bespoke investment service will help complement and strengthen the Group’s position to work with high-net-worth families.”

Progeny Asset Management offer an independent, personal approach to identify client’s investment objectives and attitudes to risk, shaping future investment decisions. They offer a managed portfolio service, or work with clients to consider a broad range of investments including cash, fixed interest, equities and alternatives such as infrastructure.

Progeny’s range of wealth management and legal advisory services is built on a simple philosophy: we work hard to understand our client’s aspirations to give the quality service and bespoke structuring they require.

With the head office located in Progeny House, Leeds and offices in the heart of Central London, Progeny is an integrated platform and extensive network of wealth planners, private client and corporate solicitors, to meet the needs of individuals, families and businesses.