The MontLake vision is to be the investment fund industry’s most client-centric company.
Our company vision is engrained throughout the business and client service is at the heart of what we do. This is evident in our history, identity, and character. To put it simply, we add value to our clients.
Quality is not just a mind-set but the only way of doing business. We are committed to maintaining the highest levels of quality throughout all that we do. It relies on proven methods, KPIs, meticulous management and consistent reporting to ensure the long-term profitability and viability of our businesses.
3. Client Experience
What makes us special? It’s the experience our clients receive when they partner with us. Sharing our wealth of experience, we skilfully translate our vision into our products, sharing this experience, not only with our clients but also with our partners who help us shape our business.
Our vision is to be the investment fund industry’s most client-centric company.
4. Entrepreneurial Spirit
We share a single mind-set; one that is flexible, persistent and proactive. This entrepreneurial spirit is defined by a vital set of very simple rules, which are rooted in our team culture. These rules are designed to cultivate individual creativity and encourage each member to use their initiative. By working with MontLake, clients will ‘feel’ the energy of the brand, gaining confidence in our recommendations.
We combine world-class infrastructure solutions, with the world’s leading investment managers overseeing $7.5 billion of assets, across a suite of products.
At MontLake our operational know-how and an unrivalled knowledge of products, services and market access can be seen in the way we operate. We continue to constantly expand upon our knowledge and level of expertise in all aspects of the industry, showing better judgment, both intellectually and practically.
Investing in the right people is crucial. We want and like people who share our vision and passion, but who do so in their own way and their own words. We invest a lot in recruiting the right talent, with the necessary skills. We are committed to diversity and we welcome talented people whoever they are.
Respect, responsibility and honesty are important moral threads that run throughout MontLake. As an owner-operated business, it is important to us that we demonstrate these to our clients, ensuring we are seen as an extension of their own organisation.
Quality is not just a mind-set but the only way of doing business.