The latest mergers,acquistions and other corporate actions in the wealth management sector.

Progeny, Chartered Wealth Management
UK multi-disciplinary professional services firm, Progeny, has acquired financial advice firm, Chartered Wealth Management. The deal takes Progeny’s total assets under management to £9 billion ($11.5 billion).

Chartered Wealth Management provides financial planning and asset management services to high net worth clients. It has offices in Manchester and London, a team of 21 members of staff, with nine chartered financial planners and wealth managers.