About Us

Company Profile

The Montgomery Partnership Ltd specializes in search and selection for private banks, asset management houses, and private client stockbrokers, with a particular focus on senior client relationship management, portfolio managers, sales and marketing appointments. Regionally, this capability covers the United Kingdom and continental Europe. The senior executives of The Montgomery Partnership Ltd have extensive backgrounds within recruitment and executive search serving the Financial Services sector. They have all worked within asset management and have a thorough understanding of the product range.

Regional Coverage

We execute search assignments in the following key geographies:

  • UK & Pan-European region
  • Middle-East

Our comprehensive live candidate research allows us to access candidates in key major cities worldwide.

Functional Coverage

 

At the Montgomery Partnership Ltd our core strengths lie in the headhunting and successful recruitment of experienced, high-calibre professionals for the following areas:

  • Asset Management
  • Private Banking
  • Family Office

We operate at all levels of experience ranging from mid- to senior level. In addition to executive search we also offer other services such as competitor analysis, compensation surveys and strategic reviews.


Services

The Montgomery Partnership Ltd offers discreet and objective advice to clients who seek strategic growth for their firms and maximum support for their growing businesses.

The Montgomery Partnership continues to expand its role in assisting its clients to structure and staff their organizations with the finest talent from around the world. The ability to identify and attract strong candidates to fill executive level positions is an essential component in building a dynamic institution. Clients who have utilized its executive search services both nationally and internationally have been rewarded by the value added benefits The Montgomery Partnership Ltd offers.

The Montgomery Partnership delivers customized and creative solutions to the needs of its clients. Its aim is to offer exceptional and consistent quality, with focus on delivery. We offer search, contingency and advisory services. These are:

Executive Search

We are experienced search and selection consultants with extensive combined experience serving the Financial Services sector. Our key advantage is that as a boutique firm we work with a more concentrated client base and do not encounter the conflict of interest issues that many of the global search firms experience. Additionally, we are highly research based, giving us access to potential applicants in key global financial centres quickly and accurately.

Contingency

For select clients, and following discussion, The Montgomery Partnership Ltd will undertake ad-hoc contingency recruitment for certain roles.

Advisory

We aim to develop long term relationships with clients; therefore one aspect of our business is to assist in staff retention and client brand building. Bespoke services we can offer are:

  • Compensation planning and surveys
  • Competitor analysis
  • Marketing and strategic consultancy.

Sample of Executed / Current Assignments

  • CIO – Private wealth firm, UK
  • Head of Marketing, German – Large asset management firm, UK
  • Head of Sales, German – Large asset Management firm, UK
  • Head of Marketing, Italy – Large Asset Management firm, UK
  • Product Manager, Asset management firm, UK
  • UK Portfolio Manager, Asset Management firm, UK
  • Economist –Large asset management firm, UK

Off-Limits Policy

 

Our off limits policy is necessarily restricted to a small selection of firms only, allowing us to proactively target high quality companies with no conflicts of interest. There are firms for whom we act currently and therefore cannot approach.

We undertake work for other firms on an ad-hoc basis but have agreed no contractual obligations to them at present. Any augmentation to the above will be fully disclosed and agreed upon instruction.