Company

Progeny

Position

Investment manager

Index

HNW Wealth Managers

Wealth Managers

Location

Leeds

Advice type

Insurance

Investment

Portfolio management

Investment management

Client Types

HNW

Sector Focus

Financial Services

Insurance

Wealth Management & Private Banking

Customer Type

Wealth adviser

Nick Astley

Spear's Review

Nick Astley is all about ‘clear communication’, especially during periods of crisis. ‘The investment world is notorious for its use of jargon, which we need to break down to help clients understand what is going on,’ he told Spear’s

When Spear’s last caught up with Astley, he welcomed the ‘real emphasis’ on ESG portfolios and what he described as a ‘reset’ in the way HNWs and professionals are looking at their investments. 

Astley joined Progeny’s wealth arm in 2017. He found his calling in portfolio due diligence and joined its asset management arm to advise HNWs. He is proud of Progeny’s multi-pronged approach: ‘We have a range of offerings for clients under one roof.’

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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