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: