Who we are
Established in 1993, Montrose Securities International is a boutique brokerage and investment advisory firm. We provide financial advisory and capital market services to international clients worldwide.
Our Approach
Snapshot of our Team
Our highly knowledgeable global team is a combination of investment bankers, financial professionals, and investment advisors, leaded by our Founder & CEO, Philip Yew Leung. Our investment bankers have significant experience in running private capital markets transactions in the global markets and our advisors have significant experience in managing growth, profitability, and asset allocation-sizing for multinational clients. We have helped numerous clients achieve and surpass their goals while keeping true to our motto: Integrity, tenacity and excellence in financial services.
Our Difference
What makes us unique?
We combine a family-focused approach with an integrated strategy to deliver practical solutions, long-term growth, and lasting financial success.
We view you as Family
Our approach is to treat our clients as family members, where we take a hands-on approach to help our clients meet and exceed their expectations. Hence every service provided is managed by professionals that are committed to your success. We pride ourselves on finding practical solutions for complicated problems and always have your best interests in mind.
Integrated Approach
We seek to align your long-term goals with our service offering. Our ideal client is one that we can help plan, grow, and financially optimize to ensure a successful long-term relationship. We are people-focused and have a relentless pursuit to improve our clients’ wealth, serve through our foundational ethical values, and demonstrate, through actions, our commitment to your success.