Progeny
UK financial planning company receives private equity backing
To help the firm ‘continue its clear and established acquisition strategy’
What does the busy M&A market mean for investors and advisers?
Three factors are driving the increased activity
Best Practice | 26 Oct 21
How advice firms can prepare for long-term hybrid working
International Adviser spoke with Sandringham Financial Partners, M&G Wealth, Progeny, IWP, Quilter and Tenet to discuss how companies can be ready for the FCA’s evaluation of their remote working set up
PEOPLE MOVES: Coutts, Tilney Smith & Williamson, HSBC
Private bank recruits head of international, while wealth manager makes a quartet of hires
Best Practice | 11 May 21
How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’