10 Isle of Man Case Study The Montpelier Group

Highly acquisitive Montpelier Group
requires the support of an
experienced and capable bank

RBS International and Lombard in
the Isle of Man team up to provide
comprehensive service to underpin
acquisitions
growth by

Successful acquisitions position
Montpelier to enhance its chartered
acquisition
accountancy division in particular
From its headquarters in Douglas on the Isle of Man, Recently, for example, with Montpelier focusing on enlarging its
The Montpelier Group operates a successful financial business by acquiring established accountancy practices such
services business providing a wide range of services as Buckle Barton in Leeds and THR in Preston, RBS International
including trust and tax planning, accountancy and financial and Lombard have worked together to provide comprehensive
advice. Expanding rapidly in recent years through both working capital, acquisition and asset finance lines to see the
organic growth and acquisitions, Montpelier now serves acquisitions become a success.
a private client base in 10 countries around the world and
has more than 600 employees in 50 offices. In difficult financial times, RBS International has demonstrated a
commitment to supporting local businesses by ensuring Montpelier
The support of an experienced bank is vital in underpinning receives the financing that is vital to its ongoing growth and success.
Montpelier’s dynamic growth and day-to-day operations but as
well as ability, the business also expects a high level of service
and a personal touch from the banks it works with. “The RBS International and Lombard teams in
the Isle of Man have demonstrated their ability
Montpelier has found that RBS International’s strong team on the
to understand our real business needs and
Isle of Man possesses all these attributes and over the years the
two have forged a strong working relationship. RBS International
commitment to providing an exceptional service,
places great emphasis on working side by side with Montpelier which has led to the structuring of sound funding
to build tailored funding solutions for the business and, through
facilities. A willingness to work closely with us
close work with its business partners, such as asset finance company
Lombard, RBS International also ensures that Montpelier receives
in difficult markets requires a solid understanding
the breadth and depth of expertise that RBS Group has to offer.
of our business and their wealth of banking
expertise makes them the right choice for us.”
Watkin Gittins Chairman, The Montpelier Group
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