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Director of investment at Progeny Asset Management, Craig Melling, shares the resources behind their investment decisions in this Citywire feature.
A Progeny Asset Management ProFolio fund was one of the most bought multi-asset funds in H1 2024, according to Trustnet. Based on FE Analytics data, the ‘ MGTS Progeny ProFolio Model 50-70% Shares’ fund was in the top six, alongside multi-asset finds from industry names such as Vanguard, BNY Mellon and Coutts.
Charlotte Hudson, HR Consultant, outlines the proposed changes to employment law under the new Labour government in an article for the Yorkshire Times.
Chartered Financial Planner, Victoria Ross, reminds that with rising life expectancies and larger care home bills, it pays to plan ahead if you do wish to leave an inheritance for your children.
UK MD, Caroline Hawkesley, talks about her career journey and what inspires her at Progeny, in this Executives in Wealth Management podcast.
Chartered Financial Planner, Nick Onslow, comments for the FT on things to consider in relation to paying a state pension into a personal pension, for those who are reach State Pension age but are still working.
Director of Risk, Darren Mead, looks at five key risks for financial services firms in an article for Money Marketing.
Director of Risk, Darren Mead, outlines the range of roles available in a career in compliance, in this Money Marketing feature.
Director of Risk, Darren Mead, talks about the concept of anti-fragility in business in his article in the Yorkshire Post and how this can help firms thrive in uncertain times.
Director of Risk, Darren Mead, comments on the role of platforms in relation to Consumer Duty, in a feature for FTAdviser.