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Progeny acquires HNW advice firm Chartered Wealth Management

Progeny has acquired high net worth advisory business Chartered Wealth Management (CWM) in its latest buyout deal.

City ofUnited kingdomMark stanburyNeil molesFurther global capital managementCarbon financial partners

Money Marketing Weekly Wrap-Up – 23 Oct to 27 Oct

Catch up on Money Marketing's most popular stories this week. SJP suspends property fund and LTA policy statement ‘massively lacks’ details. Read more below: SJP suspends property fund St. James's Place (SJP) has suspended trading in the SJP Property unit trust and postponed redemptions in the property life and

United kingdomGlasgow cityNew south walesWestern australiaCity ofClaire trottJames nortonRobin powellMark polsonStephen wynne jonesMark howlettMoney marketingInheritance taxVanguard investor united kingdomOctopus moneyLang cat

Progeny adds £600m assets with latest IFA firm purchase

Progeny has announced plans to acquire chartered financial advice firm Carbon Financial Partners. The deal will add £600m to Progeny’s assets under management.

City ofUnited kingdomWestern australiaGlasgow cityCaroline hawkesleyGordon wilsonCarbon financialFinancial partnersNeil molesCarbon financial partners

Progeny to acquire Edinburgh advice firm adding £600m in AUM

National Chartered wealth manager Progeny has announced the acquisition of Chartered financial advice firm Carbon Financial Partners.

United kingdomWestern australiaCity ofGlasgow cityGordon wilsonFinancial partnersNeil molesCarbon financial partnersFiscal engineersNeil molesJordon wilson

Progeny announces plans to acquire Carbon Financial Partners as part of expansion strategy

Progeny announces plans to acquire Carbon Financial Partners as part of expansion strategy
yorkshirepost.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yorkshirepost.co.uk Daily Mail and Mail on Sunday newspapers.

North yorkshireUnited kingdomGreg wrightCarbon financial partnersCarbon financial

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