At Progeny, we take a different approach to wealth management – bringing together financial planning, investment management, and tax and legal expertise under one roof. The result is a more connected, more considered way of managing wealth, where every decision is shaped by a clear understanding of each client’s goals.
For clients with more complex needs or greater assets, our Private Wealth Service offers a more personalised, discretionary approach. It sits at the tailored end of our investment range, designed to work seamlessly alongside financial planning and provide a closer relationship between clients, planners, and investment managers.
As part of our ongoing series exploring our investment capabilities, this video takes a closer look at how Private Wealth works in practice. You’ll hear from both investment and planning specialists as they explain how portfolios are constructed, how they evolve over time, and how we tailor solutions to meet individual objectives, income needs, and risk profiles.
The video also brings to life the real impact of a more bespoke approach, with a client example showing how tailored portfolio construction and direct collaboration with an investment manager can deliver both strong outcomes and greater confidence.
Whether supporting clients with £1m+ to invest, those with complex tax or estate planning needs, or investors seeking more transparency and reassurance, Private Wealth is designed to provide an integrated and highly personalised investment experience.
Watch the video to understand who Private Wealth is for, how it works, and how it could support your own financial journey.
Please note
Past performance is no guarantee of future performance.
The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
This article is distributed for educational purposes only. This communication does not constitute financial advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner to take into account your particular investment objectives, financial situation and individual needs.
