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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Progeny

Companies | 22 Nov 22

Progeny snaps up UK financial planning firm

Deal takes assets under management to nearly £7bn

Companies | 5 Oct 22

A quarter of baby boomers don’t trust young Brits with inheritance

But just 3% talked to a financial adviser about their succession plans

Companies | 21 Sep 22

Progeny acquires Scottish professional services group

It is the firm’s fourth M&A deal in the country

Africa | 6 Sep 22

PEOPLE MOVES: Brooks Macdonald, Premier Miton, Lombard Odier

Wealth manager and investment firm hire global head of distribution

Companies | 11 Jul 22

Financial planning firm buys Scottish advice business

It is the company’s third acquisition in the country

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.