Simon Whitney, Partner, Montpellier
Asset Management, Cheltenham, Gloucestershire
Trading for over 15 years with over 400 clients, the four strong
firm provide financial advice and wealth management principally for
private clients.
Simon Whitney, Senior Partner at Montpellier comments;
"Within Montpellier we had spent many months reviewing all
aspects of our business model and this had given us clarity on the
future direction we wanted the business to take. Quite simply we
wanted to provide a wealth management service to existing and new
clients using vanilla style tax wrappers with a wide choice of
investment vehicles and managers.
"To deliver a high quality service proposition we needed the
support of leading edge technology which would allow us to build
portfolios that were competitively priced and that were transparent
in their costs and charges. Most importantly, it would provide us
and our clients real time access for receiving and reporting on
their funds under management."
"We felt that the Novia platform supported our vision - totally
clear, transparent and competitive charging, with an independent
management team that sees and understands the future as we do.
There is the breadth of investment assets to deliver our investment
strategies, particularly a great range of passive investment
management options using tracker funds and ETFs. This enables us to
use passive investment management for core holdings and active
investment management for areas where fund management expertise can
deliver above average returns against their specific benchmarks. In
this way we can build portfolios with a total TER of approximately
80 bps.
"We're now actively looking to grow our business and feel that
our proposition is extremely well placed in the market. We have had
great feedback from a number of existing clients who really
appreciate the transparency, pricing and accessibility of our
wealth management service."
For more information on Montpellier Asset Management please
visit www.montpellierasset.com
