| Family Office Wealth Management |
- Montrose Asset Management Limited provides bespoke wealth management services to family offices, fiduciaries and high net worth individuals.
- Capital is allocated to a wide range of carefully selected and continually monitored managers.
- The key focus is on wealth preservation rather than aggressive capital growth.
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- Portfolios are diversified across different managers and strategies.
- Consolidated reporting is provided.
- Portfolios are constructed according to the risk profile of the underlying investor.
- Minimum portfolio size of US$3m.
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