Private Wealth Services
As an investor you might have some unique or individual needs, such as tailored income, cherished assets, or a tax-constrained portfolio. This means that you might prefer to have an investment management approach tailored to your circumstances.
Private Wealth Management at Progeny
Our Private Wealth team work closely with Progeny’s financial advisers, lawyers and tax advisers to look at your situation from a holistic perspective.
By choosing to work with our private wealth team, you will benefit from services designed to enable high-net-worth individuals to achieve a higher net return on short-term investments than bank deposits, benefit from bespoke portfolios, and pass on wealth tax efficiently.
By investing with us, you will benefit from:
- Proactive management of cash flows in and out of your portfolio
- Access to a dedicated investment manager
- Regular portfolio reporting
- Complete, secure access to your portfolio online
You will benefit from an investment manager who is familiar with your investment objectives and requirements.
The assets selected and portfolio constructed will be bespoke to your individual needs.
Portfolios can be designed for a range of objectives and for all attitudes to risk.
Private Wealth Services
We provide the following discretionary managed services to help support your needs:
Our Private Wealth Team
The team is led by Craig Melling, the Director of Investment and a founding member of Progeny Asset Management in 2016.
Investment Manager Nick Astley has worked at Progeny Asset Management for 6 years, having been in the industry for 8 years, previously working at Progeny Wealth.
Craig and Nick have worked together for 6 years, building a wide range of solutions including active, passive, systematic and ESG model portfolios, in addition to developing the Private Wealth portfolios.
Investment Manager Olivia Reid joined the team in April 2024, having been in the industry for 4 years, previously working at a FTSE 100 Wealth Management company.
Hannah Bluck is an investment analyst, having worked in the industry for 2 years and joined Progeny in January 2024 via an acquisition.
The team are supported by an in-house operations team and benefit from third-party research and oversight by the Progeny Asset Management Investment Committee.
Meet our private wealth team
Frequently Asked Questions
Private wealth management is a personalised approach to investment management, rather than a generic solution which could be suitable for a number of investors.
There is no set net worth, instead it depends on the nature of your needs. However, investors’ requirements often become more complex the greater their net worth.
A financial adviser helps you to manage your money and achieve your long-term financial goals, while an investment manager constructs and manages your investment portfolio.
An investment manager specialises in investing, so can provide advice across a range of investments, including stocks and shares, bonds and funds.
Please note:
This information is for educational purposes only and should not be used to make a decision about the suitability or otherwise of a specific investment strategy. No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact a professional adviser. The value of investments and any income from them can fall, as well as rise, 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.