Montage, noun, the technique of producing a new composite whole from fragments of pictures, text, or music.
Montage is a small, but feisty and growing discretionary manager. People sometimes call our business 'boutique'. But it's not a clothes shop. It actually evolved from a firm of financial planners. The Montage Managed Portfolio Service is specifically designed to work as part of an ongoing financial planning process. As we have spent many years as financial planners we know all about the practical and commercial challenges you face as a financial planner today.
We're also more than a bit obsessed by risk. We think understanding risk is the key to almost everything in investment. That's why our service is carefully structured to help you engage clients with all aspects of risk, matching them to the right portfolio for their risk profile, then building their understanding of the longer term impact of risk on that portfolio.
Peter takes overall responsibility for the management of our client's investment portfolios, and chairs the monthly Investment Committee. As well as a First Class Honours Degree in Electrical & Electronic Engineering, Peter holds the Diploma in Financial Planning, the CFA Level 4 IMC, the CII Level 4 Certificate in Discretionary Investment Management and the CISI Level 6 Certificate in Private Client Investment Advice & Management.
Scott is responsible for monthly reporting at the Investment Committee Meeting, preparing the Monthly Fact Sheets and Quarterly Market Outlooks, and managing the Model Portfolios. Scott has over 5 years' experience as an investment analyst. As well as an Honours Degree in Mathematics, Scott holds the Diploma in Regulated Financial Planning, the CFA Level 3 IMC, the CII Level 4 Certificate in Discretionary Investment Management, the CISI Level 6 Certificate in Private Client Investment Advice & Management, and the CISI Level 7 Masters in Wealth Management. Scott is currently studying the Chartered Financial Analyst program.
Steve is responsible for the economic research, preparing monthly reporting to review economic conditions and the tactical outlook, supporting decision making on tactical asset allocations in our model portfolios. Steve has over 17 years' industry experience and over 12 years investment analyst experience, and has worked with the firm since 2007. Steve holds the Financial Planning Certificate, the CFA Level 3 IMC and the CISI Bond & Fixed Interest Markets qualification.