Montague Capital Ltd
Montague Capital provides investment management as it should be;
totally independent, professional and at competitive rates. The
business is based out of our offices in Stratford-upon-Avon,
Warwickshire.
Montague Capital - Who?
Montague Capital is a privately owned business, totally
independent of any institution. Assets are managed by experienced,
qualified city trained professionals to provide a high quality
investment management service to private clients, pension funds,
companies, charities, trusts, and financial intermediaries. Our
core values are Service, Independence and Client Focus.
Why appoint Montague Capital?
We believe that by teaming with Novia to provide a discretionary
management service, we can add significant value to your business
and delight your clients. The advantages of working in partnership
with Montague Capital are:
- A choice of 5 Actively Managed Strategies
designed to meet your business need and match your risk profile and
clients' risk appetites
- Truly independent portfolio construction
and active management from 'whole of market assets' within your
choice of general investment account or tax wrapper.
- We acknowledge and recognise that you own
the client - we will even provide our service under your brand
should you wish.
- We work to fit in with your business
model. We can act invisibly managing the portfolios or are equally
happy to sit alongside you with your current or potential
clients.
Investment Product
Our investment solutions are designed around the client and not
industry-led benchmarks. The best way to achieve this is to
diversify risk and Montague Capital does this through
multi-manager, multi-asset class investment. We focus on minimising
risk through diversification across a wide range of asset classes.
Because of our independence, we are able to select investment funds
on a truly unbiased basis.
The investment team's specialist skills are used to create
portfolios utilising unit trusts, OEICs, investment trusts and
direct equities, as well as more innovative investment vehicles.
All client portfolios are managed under the supervision of our
Investment Committee. The same active positions are applied across
all portfolios, firm wide.
We will provide updates on the portfolios we manage for you and
your clients, including commentaries, portfolio updates and access
to the fund management team via regular investment reviews.
Remuneration
Any remuneration model can be supported, based on your
definition of our relationship.
Contact
For more information please contact your usual Novia Regional
Sales Manager or speak to Anthony Corbett or Julian McGinnity on
01789 415588 or via email enquiries@montague.co.uk
Montague Capital Ltd, 11 Shottery Brook, Timothy's Bridge Road,
Stratford-upon-Avon, Warwickshire CV37 9NR.
Further Information
http://www.montague.co.uk/
