High Net Worth Individual - Case Studies
An individual who had recently sold a business approached several advisers with the same mandate. Through an existing relationship with Montague Capital an adviser asked for our help to win this high value client.
An array of investments were included in a joint presentation with the financial adviser which included gilts, index linked gilts, property REITS, and quality global equities to demonstrate how we could match the clients exact investment needs.
By utilising the existing relationship with Montague Capital the financial adviser had the competitive advantage over industry peers and our support was gladly appreciated after a successful outcome.
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