Montaigne Capital revolutionizes efficiency and client service with automated externally managed solution

Montaigne Capital

Montaigne Capital is an entrepreneurial and independent management house, specializing in financial management. Our philosophy is based on the simple principle of personalizing your financial portfolios. Because none of our clients are alike or have the same objectives, we build tailor-made portfolios for each. Montaigne Capital allows you to benefit from active management and convictions.

• Headquarters Paris, France
• Website https//www.montaigne-capital.com/

Montaigne Capital is an Asset Management company whose mission is to provide its clients with a true conviction-based investment management service. Specializing in equity, the primary aim of the company is to work with business executives, industrial families, or clients with specific challenges. Growing demands from clients, and a need for increased efficiency led Montaigne Capital to evaluate the need for an externally managed service to automate tedious processes.

• $600 Million Assets Under Management
• 1 Consolidated Reporting Platform
• 16 Collaborators

Challenges

• Automating the investment management process
• Finding functionalities to address business concerns and quickly respond to expectations
• Supporting growth

Results

• Consolidation of fund and discretionary portfolio management activities
• Automation of the front-to-back value chain and ensuring investment management processes
• Digital innovation support

“We have been using the solution for 10 years and our partnership is now stronger than ever. Clearwater JUMP has supported all our investment management activities. As one of the few solutions capable of supporting our growth, they quickly stood out with their ability to meet the Front-to-Back needs of our fund and discretionary portfolio management operations and respond to any current and future business needs.”

Pierre Willot, Chairman of Montaigne Capital