In his new role Montgomery will report to Graham Lovett, CEO of CSWM Offshore.
Montgomery was at Kleinwort Benson for 13 years and held a number of positions including head of business development, head of product development and senior private banker.
“We look forward to benefiting from his experience and industry contacts as we look to broaden the reach of our Portfolio Management, Stockbroking and specialist Cash Management capabilities to private clients, either directly, or via their trust and corporate vehicles,” said Lovett.
