M and A
12 June 2026

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Progeny

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

People Moves
13 December 2024

Progeny Names New Singapore Chief Executive

While headquartered in the UK, the business has a Singapore presence. ...

People Moves
12 September 2024

Who’s Moving Where In Wealth Management? – JTC, Progeny, Amundi

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
15 March 2024

Who’s Moving Where In Wealth Management? – Progeny, EdenTree IM, Collas Crill

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
28 February 2024

Who’s Moving Where In Wealth Management? – Progeny, Hunters Law

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
12 February 2024

Expansion-Minded Progeny Names Chief Financial Officer

The business has acquired almost 30 businesses, such as tax and financial advisors and accountancy...

New Products
5 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Progeny, Chartered WM

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

M and A
26 October 2023

Progeny To Acquire Carbon Financial Partners

Acquiring the firm will add £600 million ($729.7 million) to Progeny’s AuM and strenthen its...

M and A
9 August 2023

UK's Progeny Acquires Wealth Manager, Expands AuM To £8 Billion

The transaction is an example of continued M&A activity in the UK wealth management space. ...

People Moves
28 February 2023

Who’s Moving Where In Wealth Management? – Progeny, Burgess Mee Family Law, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...