Montgomery Investment Management

Copywriting for new website

Project overview

Montgomery Investment Management is one of Australia’s leading boutique funds management firms. Founded by high-profile fund manager and market commentator Roger Montgomery in 2010, the firm now manages close to $1.4 billion for private clients and the clients of financial advisers. In response to the growing number of investment fund options in Australia and overseas, the firm recently needed to update and expand its website. The redesign would also ensure that Montgomery’s web presence remained true to the firm’s brand and reinforced the simplicity of its core investment values.

Solution delivered

After appointing its design partner, Montgomery approached Editor Group to help capture its story in words. Our team worked closely with Montgomery’s communications and management teams to understand the key information investors would seek from the new website, and how they would use it. Through interviews, meetings and competitive research, we identified Montgomery’s core attributes and areas of differentiation in the crowded and high-stakes funds management market. Our writers then worked with the firm and its designers to finalise the copy for the new site, which enables investors to quickly find information while reinforcing Montgomery’s unique brand and highlighting its strengths.


“Having worked with Editor Group since 2007, I knew we would receive a quality output.”

“An independent writer could come in and distil with some clarity our point of difference and that made the process more streamlined. A great team to work with.”

Jodene Jackson

Head of Communications, Montgomery Investment Management

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