Services Overview
We offer two core services, ranging from sophisticated all-encompassing wealth management to straightforward accounts for the youngest members of your family.
Bespoke
Service
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Our flagship Bespoke Service is a sophisticated combination of discretionary investments and independent advice. Read more.
Portfolios from £500,000 to £5m.
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We set out an achievable plan while making your finances easy to understand, helping you to navigate your way through the complex world of investing, life assurance and pensions.
Each portfolio is constructed around you and your attitude to risk, taking into account your specific requirements be it capital growth, a reliable income or a blend of the two. Our portfolios are all managed in-house and coordinated by our investment committee.
2. Montgomery Portfolio
Service
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Our new Montgomery Portfolio Service or ‘MPS’ is a straightforward and cost-effective way of investing. Read more.
Portfolios from £10,000 to £500,000.
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Managed in-house and on a discretionary basis, three portfolios have been designed specifically to suit our clients’ attitude to risk.
Your portfolio is selected to reflect your investment time horizon, experience and objectives.
We invest in a broad range of diversified global assets across multiple sectors and currencies and our portfolios are reviewed regularly by our Investment Committee.