Investment for Institutions
Segregated Portfolio Management is designed for large institutional portfolios for corporate investors or pension funds requiring direct global exposure to equities and bonds.
The investments are held in a segregated account at a leading custodian, either onshore or offshore in order to optimise the tax structure.
The portfolios are tailored specifically to the investor's requirements and managed using Montague Capital's disciplined investment process by a qualified investment manager.
The corporate may impose any investment restrictions on the risk profile of the portfolio. The client will receive monthly reporting and be assigned a dedicated investment manager.
If you have any questions about any aspect of investment management or any of our services please contact us
