Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- UK
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Montgomery Associates, established in 1973, is a second-generation family-owned wealth management firm based in Wiltshire, UK, specializing in discretionary investment management and financial advice with a focus on long-term, responsible investing and multi-generational wealth preservation.
Unlock mandates & allocation signals
See Montgomery Associates's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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