Montpelier Group has teamed up with Montague Capital to offer HNWI clients discretionary and advisor...
Montpelier Group has teamed up with Montague Capital to offer HNWI clients discretionary and advisory portfolio management advice. The group, to be named Montpelier Fund Management, will not be launching any funds, but rather be an advisory service for HNWIs wishing to set up their own portfolios. Through Montpelier Fund Management, clients can build a portfolio by investing directly in shares or fixed interest securities, which can then be placed in an offshore wrapper for tax purposes. These portfolios will be tailored to the individuals' needs and are built around their risk profil...
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