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:
- Standard Life Aberdeen: 'rapid move to a simple future'
- How firms ensure fund managers don’t break rules
- Danger! The products that worry wealth managers
- Is Mifid II the final nail in the wealth advisory coffin? 12
- What is the best way to pay wealth managers?
- Iress: a grand technological wealth design
- Mifid II conundrum: how do managers value good research?
Saturday Papers: RBS records first profit in a decade
And rebels press May with demand for UK to stay in customs union with EU.
- Friday Papers: Standard Life Aberdeen to quit insurance in £3bn deal
- Overnight Markets: Dow, S&P surge on energy and industrials
- Former Source co-founder to launch new ETF business
- Women at Barclays paid half men's salaries
- 15 reasons to back commodities
- Barclays makes Scotland hire after Julius Baer raid
Rathbones' Smith on China's economic hegemony ambitions
Discussing China's saving problem, Ed Smith argues that if the country opens up there will be an outflow of capital.
Liontrust ESG head says sustainable investment doesn't mean low return
Peter Michaelis talks about ethical investment growth and where he sees future opportunites.
Are platforms the biggest barrier to wealth manager ETF take-up?
Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.
Profile: Philbin on the opportunity explosion in fund selection
The veteran fund selector expains how his role resembles football management
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
MPS Investment Committee: Cazenove Capital's Rooke on blending manager styles
Office Spotlight: Ravenscroft, Guernsey and Jersey
Bitcoin chatting cabbies! What bugs three wealth managers
Pub Club: At Singer Tavern with Rathbones' Robert Szechenyi
Office Spotlight: Standard Life Wealth, Bristol
MPS Investment Committee: Simon Doherty, Quilter Cheviot
Pub Club turns Kebab Club with Dan Adams, Psigma Investment Management
A day in the life of: Antony Keen, PM+M
MPS Investment Committee: LGT Vestra on where the risks lay in 2018
Office Spotlight: Rowan Dartington, Leeds