Investment management services
At Progeny our investment management services draw upon our extensive experience and knowledge of the financial markets and current legislation.
At Progeny we specialise in creating a risk rated and diversified investment solution for our clients.
When starting your investment plan with Progeny, our experienced team of planners and financial experts will take you through a comprehensive fact-finding process to pair your aspirations and financial status with your attitude to risk.
This is underpinned by a clear understanding of your objectives. Whether your focus is capital growth or preservation or income generation, we can build and adapt the right investment solution to meet your requirements.
As an international wealth management firm, we have offices located across the globe giving you access to a world of advice regarding your investments. At Progeny our team are also supported by our in-house legal and tax partners, so we can assist you with advice that covers the entire breadth of the financial market.
Our centralised approach ensures that our recommended solutions are regularly monitored and appraised against stringent criteria and international standards.
With offices throughout the UK, we offer face-to-face services nationwide. Giving you the opportunity to meet your planners in person to discuss your specific needs.
We have dedicated offices worldwide providing financial services across the globe, meaning wherever you are, our comprehensive global network ensures seamless access to expert financial services tailored to your needs.
As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.
Investment portfolio management
At Progeny we create bespoke solutions to bring order to your affairs, allowing you to achieve your financial goals. We will take you through a disciplined process to help you structure your wealth to match your aspirations, goals and attitude to risk.
Our services have been designed to help build and preserve your wealth over the long term. Over the years we have worked with thousands of clients – in the UK and overseas – to help build investment portfolios and manage them over the long-term. To complement our advisory service, we provide investment solutions which offer variety and stability while remaining cost-effective and in line with your attitude to risk.
01
Tailored portfolio designs
Our bespoke portfolios are designed specifically around your financial goals and your attitude to risk.
02
Integrity of advice
We pride ourselves on knowing the nuances of the investment markets and advising accordingly.
03
Transparency and simplicity
We use jargon-free, clear and concise language to help you fully understand your investments.
04
Minimising costs
By building bespoke solutions, we ensure the most cost-effective approach is factored in from the outset.
05
Spreading risk and opportunity
We build, manage and revise diverse portfolios that can help mitigate risk over the long term.
06
Advisory and discretionary management
Our wide range of solutions allows you to manage your investments with confidence across changing marketing conditions.
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Active and passive solutions
Our wide range of solutions allows you to manage your investments with confidence across changing marketing conditions.
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Regular reviews
Our regular reviews keep your investment portfolio on track with your ambitions and goals.
Investment Management Guides
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A long-term disciplined investment approach
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Frequently Asked Questions
A Financial Planner can help you make the right decisions about your money. Their role is to understand your long-term goals and create a financial plan which helps you achieve them.
A centralised investment proposition is a standardised investment approach that allows financial planners to offer a comprehensive, consistent, and value adding investment solution.
Investing is a useful financial tool which you can use to help take charge of your financial security. The aim of investing is to enable you to grow your wealth and potentially generate an additional income stream in retirement or for a particular situation or need.
Choosing a managed investment service provides a greater level of security for your capital. Your investment manager will choose and shortlist a selection of investments that aim to give you the maximum level of return, and which are matched to your chosen level of risk.
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Please Note
This communication is not investment advice. 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. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.