CWM: Progeny snaps up Chartered Wealth Management

Multi-disciplinary professional-services firm Progeny has acquired chartered financial-advice firm Chartered Wealth Management, taking its total assets under management to £9bn. Chartered Wealth Management has offices in Manchester and London, and offers tailored financial-planning and asset-management services to high-net-worth clients. The business has 21 members of staff. It has nine chartered financial planners and wealth managers, [...]The post Progeny snaps up Chartered Wealth Management appeared first on Money Marketing.