Balmoral Asset Management

Progeny buys Nottingham-based wealth manager

Purchase brings Progeny’s AUM to £8bn

August 7, 2023

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Portfolio Adviser is a monthly news magazine and daily news web site aimed at wealth managers , investment IFAs and other professional fund pickers and asset allocators in the UK and Channel Islands. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.

Balmoral Asset Management

Progeny buys Nottingham-based wealth manager

AI: why investors should look beyond the technology sector