Investment Case Studies
Discretionary Investment Management
At the heart of everything we do is the discretionary investment management offering. A client had been managing a portfolio for over 30 years
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SIPP
An Independent Financial Adviser approached Montague Capital with a potential client who had an existing SIPP but was unhappy with the way the underlying investments were being managed
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High Net Worth Client
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
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Various Investments
We were approached by an Independent Financial Adviser with a client who had accumulated many different types of investments over the years. These ranged from structured offshore products
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