Annabel Montgomery

Annabel Montgomery

Partner, Investment management

Areas of expertise

Discretionary investment; charity assets; family wealth; succession planning.


Annabel has been managing mainly discretionary portfolios for private clients, charities, trusts, pension funds and corporates for well over 30 years. Following a 13-year career in London, during which she became a director of Allied Provincial and then Greig Middleton, Annabel moved to Northern Ireland and joined Smith & Williamson in 1997.

On behalf of her private clients, families and charities she is responsible for devising investment strategies in order to help achieve their financial goals. This requires a commitment to long-held client relationships in order to understand their objectives, while balancing the need to protect assets and mitigate risk. She has a strong track record of family wealth management and extensive experience of managing charitable funds of up to £50million.

She became an associate director in 1998 and was appointed as a director in 2004 and subsequently a partner in 2013.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), degree in economics and geography from Exeter University.

Former president of the Northern Ireland branch of the CISI.

Contact Annabel

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