Is Santa Claus coming to the High Street?
As we approach the end of 2017, investors are starting to ask whether this year we’ll see the famed and fabled ‘Santa Claus rally’. Only time will tell.
Should you should set up a trust as part of your will? This month, we’re looking at the advantages of trusts, and how they work to protect your assets, give greater flexibility when distributing your…
SIPPs are a type of personal pension that gives investors the freedom to manage their own fund by dealing with and switching their investments when they want to.
Everyone should have a will, and while there are now many cheap will-making options available, you should think carefully before taking this approach.
As Progeny Asset Management approaches its first year in business, we will be celebrating with a lunch for clients on 15th November in the impressive surroundings of Bowcliffe Hall.
Sometimes we work on a case that provides a perfect example of how we operate across the Progeny Group, showcasing how our structure offers such a breadth of expertise.
Director Alex Shaw examines the need for advisers to identify clients' unique requirements in relation to political developments in FT Adviser.
The Progeny Group's Managing Director Neil Moles has been interviewed in The Yorkshire Post in relation to the firm's plans for further growth in London.
The Progeny Group's Managing Director Neil Moles has been interviewed in FT Adviser in relation to the firm's plans for further growth.
The Progeny Group's Managing Director Neil Moles has been interviewed in Wealth Adviser in relation to the Group's rapid growth and developing a client-focused business model.
The Progeny Group has been published in Citywire Wealth Manager's 'Battle of the boutiques: 25 boutiques launched in 2016' feature.
Progeny Asset Management, part of The Progeny Group, today announces its partnership with leading custodian Winterflood Business Services (WBS).
Progeny Asset Management are pleased to announce that news of our partnership with leading service providers IRESS and Winterflood Business Services has been published in Citywire Wealth Manager.
Progeny, the multi-service professional platform, announce today the launch of Progeny Asset Management, a discretionary investment management firm offering bespoke and model portfolios.
Director Frances Davies examines the role of the Trustee and the benefits of having third party professional advice for Entrepreneur & Investor.
Director Alex Shaw comments on M&As in the wealth management industry in Investment Week.
Progeny Corporate Law's Client Relationship Manager, David Reed, examines emerging High Net Worth Individual (HNWI) investment trends in the family office industry.
Director Alex Shaw's article, published in Professional Adviser and Investment Week, examines the FCA and the role the new CEO, Andrew Bailey, will play in the Organisation's activities.
Director Alex Shaw's articles examining the reasons driving the recent increase in Mergers & Acquisitions (M&As) in the wealth management industry have been published in Wealth Manager, FT Adviser,…
Progeny Corporate Law have been shortlisted for the category of Innovation in Pricing at The Lawyer Business Leadership Awards 2016.
Progeny Wealth announce their seminar programme covering topics from pension reforms & auto-enrolment, to buy-to-let property portfolios and business succession planning.
Progeny Private Law's Director Frances Davies broke a World Record by being part of the oldest-all-women team to row 3,000 miles across the Atlantic in the Talisker Whisky Atlantic Challenge.
A team of four mums have today become the oldest all-female crew to row an ocean, when they completed their 3000 mile row across the Atlantic, from La Gomera in the Canary Islands to Antigua in the…