Janet Montagu

Janet Montagu

Portfolio Advisor

Janet has 16 years of wealth management experience. She has previously worked for major asset management companies in Australia.

She was an Executive Director at UBS Global Asset Management, Sydney, where she was the Head of Equities Trading for Australia and New Zealand.

Since moving to the UK in 2009 she has taken time out to raise her family and in 2014 returned to the workforce.

She has a wealth of experience in portfolio construction, mandate compliance, equities trading, client relationship management and client reporting.