Wealth management firm continues growth with new hire
He will take the role of financial planner at the firm
Source: thebusinessdesk.com
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Progeny to acquire Edinburgh advice firm adding £600m in AUM
National Chartered wealth manager Progeny has announced the acquisition of Chartered financial advice firm Carbon Financial Partners.
Source: professionaladviser.com
Progeny expands Midlands footprint with acquisition
Progeny has acquired Nottingham-based wealth manager Fiscal Engineers that takes its assets under management to £8bn.
Source: moneymarketing.co.uk
The Morning Briefing: Progeny acquisition and retiring lifestyling strategies
Good morning and welcome to your Morning Briefing for Monday 7 August, 2023. To get this in your inbox every morning click here. Progeny grows Progeny has acquired Nottingham-based wealth manager Fiscal Engineers that takes its assets under management to £8bn. Fiscal Engineers uses a Family Office approach to
Source: moneymarketing.co.uk
Progeny buys up rival wealth manager Fiscal Engineers
National Chartered wealth manager Progeny has acquired Nottingham-based wealth manager Fiscal Engineers in a deal that takes its assets under management to £8bn.
Source: professionaladviser.com