Date opened: 2013
Average portfolio size: £570,000
Number in team: 10
Office clients: 168
Assets under management: £100m
Top three fund picks:
• Miton Global Opportunities
• FP Crux UK
• Polar Capital Global Financials
Q&A with Peter Montague, CEO, Montage Portfolio Management, Chelmsford:
Are you bullish or bearish?
We are bullish in specific areas of markets, but overall we are slightly bearish.
What is your typical client demographic?
At retirement, needing advice on pensions and investments, often with IHT planning.
What differentiates your location?
Essex is a strong affluent region, with a vibrant business community.
What challenges are facing your area?
More and more house building.
What’s the best thing about living in your area?
We can operate as a London business, be in London for client meetings in 40 minutes, but enjoy the open countryside.
What’s a typical regional saying?
What is your office motto?
We believe in freedom.
Typical balanced portfolio:
- Can wealth firms learn from Donkey Kong?
- Are shareholder meetings a ‘waste of time’? 2
- Secret CEO: wealth managers should be 'closet tracker' police
- ‘To save money, you have to spend money’
- How did FCA decide on the 'closet tracker 64'? 4
- How attractive would a unified Korea be to investors?
- You're hired! But why exactly?
Global markets dive as trade war fears intensify
European markets follow Asia and US into the red, but FTSE 100 spared the worst of the losses.
- Friday Papers: Trump tariffs target strategic Chinese sectors
- Overnight Markets: Shares tumble after Trump’s tariff move
- Charles Stanley pledges 'decisive action' on 35% pay gap 1
- Peter Hargreaves-backed firm hits out at 'active' fund managers 2
- Chancellor announces crypto task force
- FTSE falls below 7,000 as Trump plans China tariffs
Boutique tapes: are top managers better off at small firms?
In episode three of our series, boutique bosses discuss whether the best fund managers are more likely to thrive at smaller firms.
Boutique tapes: if you want a Ferrari, you have to pay for it
In the second part of our four-part series, boutique bosses are asked how they can justify the fees charged by active managers.
Kames' A-rated Goddin: how investing in games has changed forever
Neil Goddin sees investing in computer games as having changed forever as the companies become much less cyclical.
Profile: How Julius Baer plans to win UK wealth
Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.
MPS Investment Committee: Piers Cushing, Plurimi Wealth
Office Spotlight: Quilter Cheviot, Belfast
Walking with Wealth Managers: Lorne Baring of B Capital
Pub Club: At Shakespeare's Globe with Sanlam's Cynthia Bowring
Wealth managers and IFAs join forces for the 'Girls Speak Out' appeal
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
Office Spotlight: JM Finn, Leeds
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Walker Cambria, Swansea
Pub Club: A slightly unusual one with Liz Bottomley and StJohn Gardner, Arbuthnot Latham
Walking with Wealth Managers: Louis Coke of Charles Stanley Guildford
Pub Club: At The Britannia in Richmond with Quartet Capital Partners
When Raymond James’ Mark Parello and Matthew Singleton popped to the House of Lords
Office Spotlight: Charles Stanley, Southampton
Passive funds and chocolate: 5 DFMs Lent sacrifices
Pub Club: At the White Horse with Close Brothers Asset Management's Matthew Stanesby
Epoch Wealth Management, the Bath-based firm collecting charity work on more than one count
MPS Investment Committee: Tacit's Paul Wharton on managing low risk strategies
Office Spotlight: Tilney, Newcastle-upon-Tyne
Podcast: Walking with Wealth Managers - Ben Gutteridge, Brewin Dolphin
Pub Club: At The Tokenhouse on Burns Night with James Burns