Belfast Office

Montgomery House
29-33 Montgomery Street
Belfast
BT1 4NX

Tel: +44 (0) 28 9026 1150

Fax: +44 (0) 28 9024 5602

Office information

Our locally-based team have extensive investment management experience and aim to provide a transparent and open service to our clients, drawing from our local knowledge.
We’ve been operating since 2008 and have achieved excellent growth in our assets under management over the last nine years.

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

Head of Office

Nigel Crawford
Head of London & Belfast Offices

Business Development

Kevin Kelly
Regional Development Manager

Meet the team

Paul Gibbons
Investment Manager
Joanne Jess
Investment Administrator
Ben Murray
Trainee Investment Manager
Chris Taggart
Investment Manager
Kevin Kelly
Regional Development Manager
Nigel Crawford
Head of London & Belfast Offices