Progeny

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

Asia | 28 Jun 22

UK financial planning firm buys The Fry Group

Deal increases its assets under management to more than £5.5bn