Neil Moles, Progeny chief executive
Acquisitive wealth manager Progeny is set to acquire Edinburgh-based Chartered financial planner, Balmoral Asset Management.
The acquisition comes as part of Progeny’s plan to expand its Scottish presence. It will take its assets under management to over £6.5 billion, up from £5.5 billion, which was boosted by the the acquisition of The Fry Group last month....