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.
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.
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!
Mark Reed, Regional Development Manager
Having been in the financial service industry for over 25 years Mark is responsible for managing our intermediary relationships. Having held senior positions he brings a wealth of experience to our team.
Away from work Mark has a young family and he is a keen chorister.
Debbie Johnson, Financial Controller
Debbie 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.
Jas Chatha, Operations Team Leader
With over 10 years experience of working within financial institutions Jas was previously with HSBC Stockbroker Services. He is responsible for the daily supervision of the team, along with client reporting and liaison. Jas is also responsible for streamlining of our processes utilizing his extensive knowledge of software.
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.
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.
Compliance
Internally Julian McGinnity is overall responsible for our compliance. However, as an additional check and assurance we have always engaged external compliance resources. Haven Risk Management are our FSA compliance consultants specialising in the provision of support services to firms which are authorised and regulated by the FSA. Their clients range from individuals to multi-nationals and include IFAs, friendly societies, stockbrokers and investment managers.
If you have any questions about any aspect of investment management or any of our services please contact us
