Belfast contact details
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Montgomery House
29-33 Montgomery Street
Belfast
BT1 4NX
United Kingdom
Our locally-based team have extensive investment management experience, and focus on providing an exceptional level of service to our clients and their advisers.
The Belfast office opened in 2008 and continues to go from strength to strength.
Our services
Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.
Our services include:
- Discretionary Portfolio Service
- Managed Portfolio Service
- Managed Portfolio Service on Third-party Platforms
- Multi Asset Funds
- Advice and Dealing
Meet the team
Chris Taggart
Investment Director & Head of Belfast Office