Asset Management
Our goal is to provide investors with a smooth investment journey.
A quantitative process is at the heart of what we do.
Not only does it filter the investment world down to a manageable level of choices but also strips out any emotional bias.
Our investment research covers all major asset classes, spanning all regions of the world and we seek funds with the underlying principles of balancing risk, reward and cost.
We also recognise that minimising costs in the client’s investment programme can have significant benefits, especially given the multiplying effects of compounding. A pound of costs saved is no different to a pound of market performance in monetary terms, yet it is more valuable due to its consistency over time and being achieved without taking any risk.
One of the key benefits of our investment approach is that we’re able to leverage our buying power to provide funds at a fair value, which is lower than similar products in the market. Our portfolios are rebalanced quarterly to support consistency of performance and to keep in line with our investors’ attitude to risk.
Progeny Asset Management is an award-winning team with over a decade of experience building portfolios and models together. In 2024, Progeny Asset Management won the Multi Asset Manager of the Year at the MoneyAge Wealth & Asset Manager Awards, recognising their success and innovation in the industry.
Progeny Asset Management’s team work independently from any fund manager, bank or insurance company. Meaning we can provide a truly diverse selection of products to meet your needs.
All our model solutions are built on the foundations of our Investment Principles.
Using these building blocks, we’re able to offer investors a wide range of investment strategies which are risk-rated, and provide a style-agnostic approach.
Our 5 Investment Principles
Please note:
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.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
How we think about creating investment solutions
Product Range
Active
Systematic
Passive
Tailored
Tax
Frequently Asked
Questions
Asset management is suitable for individuals seeking professional guidance to grow and manage their investments effectively. It’s ideal if you want a structured investment approach, expert advice, and tailored strategies to meet your financial goals.
Consider the firm’s track record, expertise, fee structure, the specific services they offer and if they have a clear investment philosophy. Personal referrals and independent reviews can also provide valuable insights to help inform your decision.
All of Progeny Asset Management’s investment solutions are designed for investor who want to hand over the day-to-day management of their investments. We work alongside professional intermediaries to choose the right portfolios and services that are matched to investor’ objectives. Our experienced team understand the importance of bringing professionals together to achieve the best outcomes and have used this to create products with a focus on performance and costs, which can already demonstrate an impressive track record.
While asset management focuses primarily on investment strategies and portfolio management, wealth management takes a broader approach, encompassing financial planning, estate planning, tax services and more.
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