At Progeny, we take a different approach to wealth management – one where financial planners, asset managers, and tax and legal specialists work together under one roof. That integration gives clients a clearer plan, stronger oversight, and an investment strategy that’s genuinely aligned with their goals. It also means your portfolio isn’t managed in isolation; it’s shaped by real‑time conversations between the people who understand your objectives and the people who understand the markets.
In this video, Mark Lane, Head of Active Funds at Progeny Asset Management, and Chris Hendry, Associate Director at Progeny Wealth, unpack how our active portfolios work and why they resonate with investors who want more than a market‑tracking approach. They explore the advantages of active management – from early decision‑making in volatile markets to access to specialist areas like alternatives, emerging markets, and smaller companies and they explain how our scale helps secure competitive fund pricing and how our enhanced alternatives allocation has added meaningful value for clients.
You’ll also hear a powerful real‑world example: a client who, through integrated planning and our active solutions, was able to retire more than a decade earlier than expected – even through turbulent market conditions.
Watch the full video to see how our joined‑up approach and active expertise 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.
