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Deals Of The Day: The Latest In Wealth Management M&A – Progeny, Chartered WM
Editorial Staff
19 March 2024
Progeny, Chartered Wealth Management 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.
UK multi-disciplinary professional services firm, . The deal takes Progeny’s total assets under management to £9 billion ($11.5 billion).