Murray Montgomery
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Profilo
Mr. Murray Montgomery is the Head of Business Development at Collins Stewart (CI) Ltd.
He has over 30 years of investment experience.
He is responsible for business development in the Channel Islands of Guernsey and Jersey.
His mandate covers all aspects of the business including discretionary portfolio management, advisory portfolio management, stockbroking, the managed cash service, custody and fund distribution.
His primary development focus is on the referral of private client assets either directly or through their offshore trust and corporate vehicles.
He joined Collins Stewart in 2010 after 13 years at Kleinwort Benson, holding positions as Head of Business Development, Head of Product Development and Senior Private Banker.
Based in Jersey, he was responsible at Klenwort Benson for growing the private client franchise as well as managing client portfolios.
Mr. Montgomery graduated with a Bachelor's degree in Economics.
Precedenti posizioni note di Murray Montgomery
Società | Posizione | Fine |
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Collins Stewart (CI) Ltd.
Collins Stewart (CI) Ltd. Investment ManagersFinance Collins Stewart (CI) Ltd. is the Great Britain-based subsidiary of Canaccord Genuity Wealth (International) Ltd., itself a subsidiary of Canaccord Financial, Inc. (TSE: CF) in Canada. Founded in 1991, the firm provides stockbroking and investment management services from offices in Guernsey, Jersey and the Isle of Man to a range of customers including private clients, trusts, charities, pension funds and private companies. | Vendite & Marketing | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Collins Stewart (CI) Ltd.
Collins Stewart (CI) Ltd. Investment ManagersFinance Collins Stewart (CI) Ltd. is the Great Britain-based subsidiary of Canaccord Genuity Wealth (International) Ltd., itself a subsidiary of Canaccord Financial, Inc. (TSE: CF) in Canada. Founded in 1991, the firm provides stockbroking and investment management services from offices in Guernsey, Jersey and the Isle of Man to a range of customers including private clients, trusts, charities, pension funds and private companies. | Finance |
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