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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
UK multi-disciplinary professional services firm, . 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.