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Preserving and Growing Capital through Consistent Performance
 
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.
 
  • 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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