Company
Position
Investment manager
Index
HNW Wealth Managers
Wealth Managers
Location
Leeds
Advice type
Insurance
Investment
Portfolio management
Investment management
Client type
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