Montague Capital Team
Julian McGinnity, Chief Executive
Julian formed Montague Capital in 2001 following his departure from a successful manufacturing company in Birmingham. Having failed to find an investment manager who was capable of achieving superior performance without excessive fees he decided to build his own.
Julian is primarily responsible for driving the company forward, seeking new business and marketing within the organisation, whilst constantly ensuring innovation within the business.
He directs Montague Capital's future growth by capitalising on his experience and entrepreneurial flair. Away from Montague Capital Julian enjoys football and motorsport although becoming a father for the first time recently ensures weekends are busy.
David Jones ASIP FSI, Investment Director
David joined Montague Capital in December 2002 to focus on investment management and research.
He has over twenty-two years of investment experience, qualified as an Associate of the Institute of Investment Management and Research in 1983 and is a Fellow of the Securities Institute.
Prior to Montague Capital, David was an Investment Director at AXA Investment Managers and an investment analyst and institutional salesman at Barclays de Zoete Wedd. David graduated from Oxford University in 1980.
Ian Lazenby, Sales Director
Ian joined us in November 2008 to spearhead our sales growth whilst retaining and developing our focus on customer service. Prior to Montague Capital was Sales Director at Wesleyan Assurance Society where he was responsible for the 300 plus sales team. His successes included the development of the Wesleyan for Lawyers.
James Crocker MA, Investment Manager
After spending 15 years in the City of London, James joined Montague Capital in May 2009. His experience primarily lies in global equity analysis and portfolio management.
After training at stockbrokers Williams de Broe (now part of Evolution Group Plc) in institutional equities, he spent 10 years at Merchant Securities Plc, where he was instrumental in developing the investment management research function.Prior to joining Montague, James managed a listed global consumer fund at Mirae Asset, one of Korea’s largest investment management companies. Based in the London office, he also advised on other funds totalling over $6bn, much of which was invested in emerging markets.
James’ first degree from Exeter University in Economics and Politics was followed in 1994 by an MA in Finance and Investment.
Alan Falkingham, Regional Development Manager
"Alan has been involved in financial services distribution for over 30 years, holding senior positions in sales, marketing and management consultancy. Prior to joining Montague Capital in January 2009 he specialised in the HNW sector and understands the needs of wealthy clients and their advisers. Alan’s role is to develop and manage relationships with wealth management intermediaries across the South West.
Outside work he performs and composes music. In addition he especially enjoys watching rugby whenever the opportunity arises, family demands permitting!"
Anthony Corbett BSc, Investment Manager
Anthony joins Montague Capital with over 10 years experience in investment management. Prior to this the major part of his career was spent as a Director and Portfolio Manager at Deutsche Bank having responsibility for global ex-Europe equity portfolio management with the London private bank where he managed over $1.2bn of assets.
Anthony has significant experience as a fundamental analyst, in quantitative screening techniques, and database development. His previous experience includes portfolio risk analysis and project management analytics within the infrastructure sector.
He graduated in 1996 with a BSc (Hons) in Business Studies.
Emma Hickin Investment Administrator
Emma joined us following many years with HSBC Investment Services in Warwick. Working alongside her colleagues in Back Office, she is responsible for the daily reconcilliations and client valuations and queries.
Leon Creary, Investment Administrator
Richard Hills, Investment Administrator
With over 6 years experience in investment management support, Richard joined us to further strengthen our back office. This includes the valuation process both daily for website support and our regular client reporting.
Andrew Wood, Compliance Consultant
Andy joined Montague Capital in May 2002 as an independent compliance consultant.
His consultancy company, Fundstart, assisted in establishing Montague Capital.
Andy is responsible for Montague Capital's high standard of professional conduct and compliance with the regulations of the Financial Services Authority.
Debbie Johnson, Financial Controller
Debbie joined the company in February 2009 as Financial Controller.
She is a member of the Association of Chartered Certified Accountants and has over 13 years experience working for a leading firm of Chartered Accountants, based in Warwickshire, looking after the business and financial needs of limited companies and individuals.
In her spare time Debbie enjoys swimming, running, playing league badminton and socialising with friends.
If you have any questions about any aspect of investment management or any of our services please contact us
