Head of Investment

Progeny

. Lead Progeny’s investment proposition, shaping investment strategy, solution design, and delivery of positive client outcomes .

Posted 10/8/2026full-timeUnited KingdomLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive investment management expertise within UK wealth management, focusing on multi-asset investment solutions, asset allocation, and risk management. Proven ability to lead investment teams, communicate effectively with stakeholders, and ensure compliance with regulatory standards.

Highest-signal resume keywords

Investment Management ExperienceMulti-Asset Investment SolutionsAsset Allocation KnowledgeFCA Regulatory KnowledgeProfessional Qualification (CFA, IMC)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DesignPortfolio ConstructionManager ResearchRisk ManagementInvestment Performance ReportingInvestment Governance FrameworkDue DiligenceModel Portfolio ManagementConsumer Duty ComplianceInvestment Philosophy Development

Soft Skills

Credible CommunicationLeadershipTeam DevelopmentStakeholder EngagementPresentation Skills

Certifications & Qualifications

CFAIMC

Industry Keywords

UK Wealth ManagementDiscretionary Fund ManagementACD StructureAFM StructureISIN MigrationInvestment Governance ObligationsConsumer DutyCOBS Suitability

About the role

Key responsibilities & impact

Lead Progeny’s investment proposition, shaping investment strategy, solution design, and delivery of positive client outcomes
Set the investment philosophy and approach, ensuring consistent application across the adviser population
Define and maintain investment philosophy, process, and asset allocation framework
Set mandates for Progeny Asset Management and oversee the research process supporting investment decisions
Lead design and ongoing management of investment solutions and model portfolio range
Chair or lead the Investment Committee, owning its agenda, papers, and investment decisions
Oversee manager research, fund selection, and due diligence, including third-party managers and DFMs
Ensure fair value and good client outcomes under Consumer Duty
Own investment performance reporting and attribution, communicating performance, positioning, and market outlook to advisers, clients, and the Board
Provide investment leadership to platform and ISIN rationalisation programmes
Work with the Head of Product and Progeny Asset Management to align the investment proposition with the manufactured fund range
Act as senior technical escalation point for complex investment queries
Lead, develop, and quality-assure the investment team, including the Investment Governance Manager

Requirements

What you’ll need

Substantial investment management experience within UK wealth management, private client, or discretionary fund management
Demonstrable track record of designing and managing multi-asset investment solutions or model portfolio ranges
Strong technical knowledge of asset allocation, portfolio construction, manager research, and risk management
Working knowledge of the FCA regulatory environment, including Consumer Duty, COBS suitability, and investment governance obligations
Credible and confident communicator, able to present investment thinking to advisers, clients, committees, and the Board
Relevant professional qualification (e.g. CFA, IMC with Chartered status, or equivalent)
Experience of working alongside or within an ACD / AFM structure or manufactured fund range
Prior involvement in investment, platform, or ISIN migration and rationalisation programmes
Experience of building or embedding an investment governance framework
Line management experience within an investment function