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A Montgomery Update

 

A Montgomery Update

As 2016 draws to a close Montgomery’s CEO David Buckland discusses some company updates, reflects on the Montgomery Global Fund’s performance and introduces a recent addition to the Montgomery team.

Chief Executive Officer of Montgomery Investment Management, David has 30 years of industry experience. David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

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This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564) and may contain general financial advice that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking advice from a financial advisor if necessary.

4 Comments

  1. zoran arnautovic
    :

    Thank you David , Merry Christmas and Happy New Year to you too and the team as well. I must say that video insight and picture doesn’t do you justice as when I see you playing golf you look more your real age , which is 50 :) Montgomery team is much richer for having you there. In my circle of friends you are known as “honest David” . This came about from days you were regularly on Switzer and someone asked – who was on Switzer last night ? True story . Cheers

  2. Hi David and team,
    Thank you for the update, good to see the expansion of Montgomery products on Netwealth.
    I couldn’t help but notice that you did not comment on the Montaka Global Access Funds performance.
    Peter

  3. Hi David and team, well done on the upside and downside capture of the Montgomery Global Fund! This is very valuable.
    Kelvin

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