State Bridge Partners appoints Simon Montgomery as Head of Research

State Bridge Partners appoints Simon Montgomery as Head of Research

Press Release ( - Hong Kong/CENTRAL DISTRICT - May 30, 2017 - State Bridge Partners announced today that Simon Montgomery has joined the firm as Head of Research.

With responsibility for macro research, Mr. Montgomery will make key decisions to the house view generated by State Bridge Partners’ Executive Management Board.

Simon Montgomery will also run macro research, providing portfolio managers with investable ideas across all asset classes. In addition, Mr. Montgomery will play a prominent role in presenting investment views to clients of State Bridge Partners.

State Bridge Partners’ Chief Communications Officer, Mr. Patrick O’Flaherty commented on Simon’s appointment saying “I am delighted to welcome an investment professional of Simon’s calibre to the firm. Having a powerful global research function gives our investment teams a crucial edge as they strive to deliver superior performance to our clients.  Simon will help us to make optimal use of our global research resources as well as the best external research.”

Simon Montgomery was most recently Head of Macro & Investment Strategy at Morgan Stanley Global Asset Management before being headhunted by State Bridge Partners.

About Us:

State Bridge Partners is a wealth management firm headquartered in Hong Kong. Since our inception in 2008, State Bridge Partners have been serving high-net worth individuals, families and institutions globally, delivering personalized and cutting-edge financial planning strategies and solutions for many years.

Here at State Bridge Partners, we continue to expand to meet the demands of our global client base and possess the knowledge and expertise to overcome any volatility in the marketplace with our dynamic approach. We offer a vast range of innovative ideas and perspectives, coupled with leading edge technology and a wealth of investment management experience.

Every individual has their own ambitions for their future, which is why State Bridge Partners’ approach is focused on providing a detailed understanding of your personal situation, highlighting any challenges you face and, most importantly, your ambitions and objectives for the future.

State Bridge Partners’ senior management and personal advisors possess a wealth of financial expertise which enables us to provide solutions to any individual’s specific requirements.  Our mission is to assist you in achieving your financial goals and aspirations, and because of this, State Bridge Partners has taken a lead position in the wealth management industry in the region.


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