Montanaro European Smaller Companies Fund

Professional

Henrik completed an MSc in finance and business administration after studying at the University of Linkoping in Sweden and in St. Gallen, Switzerland.

He started his professional career in 2000 at Merrill Lynch where he worked in equity research covering software and IT services companies. In 2001 he joined Lehman Brothers, where he spent 3 years as an Analyst, working on the European banks team.

As the lead Analyst on the Nordic banks he was writing company, sector and thematic reports. After that he spent 4 years at KBW and 3 years at Morgan Stanley, where he besides being the lead Analyst on Nordic banks also covered Emerging Market banks (Turkey and Russia) and wrote European banks strategy reports.

During his time as a bank Analyst he was voted the number one ranked Nordic banks Analyst in Europe. At Morgan Stanley the team also reached the number one position in Europe.

Henrik has responsibility for the Nordic region.

Qualifications

• M.Sc in Finance and Business Administration, University of Linkoping in Sweden and in St. Gallen, Switzerland
• Bilingual in Swedish and English

Professional

Harry joined Montanaro in 2018 after graduating from the University of Exeter with a degree in Geography in 2018.

He spent three months in Myanmar working for Aequitas Holdings as a Management Intern which consisted of on the ground research into new business ventures for Aequitas. Harry also interned at Velocity Trade where he gained experience of Sell side sales and trading.

Harry is part of the Business Development team at Montanaro covering Wealth Managers across the UK.

Qualifications

• BA (Hons) in Geography - University of Exeter (2018)

Professional

Dan is an Investment Sales Manager at Montanaro, responsible for clients within East Anglia, the Midlands, and the South-West. He joined Montanaro in 2022.

He started his career in the investment industry at Henderson Global Investors. Following this, Dan worked in the sales team at Jupiter Asset Management, covering East Anglia, the Midlands, and the South-West.

Qualifications 

• BA (Hons) in History - University of Manchester (2013) 

Professional

Christian graduated from the University of Grenoble in 1981, where he studied Politics & Law. His research on Scottish politics took him to Scotland where, in 1986, he joined Martin Currie Investment Management as an Investment Manager covering Europe and Asia. In 1988 he joined British Linen Bank, part of the Bank of Scotland Group, where he was in charge of European investments.

In 1990, Christian joined Edinburgh Fund Managers ("EFM") where he was responsible for managing the European Unit Trust and marketing in Canada and the US. After eight years at EFM, in 1998 Christian joined Kempen Capital Management (UK) where he was involved in the marketing and management of their SRI funds and also with marketing in Europe and Canada.

Christian is trilingual in French, English and Spanish.

Christian joined Montanaro in July 2006 and became Head of Client Relationship Management in 2011.

Christian has responsibility for Scotland, Belgium, France, Luxembourg, the Netherlands, Spain and Switzerland.

Qualifications

• Politics & Law degree, University of Grenoble (1981)
• Fluent in French, English and Spanish

Professional

Chris graduated from Sheffield Hallam University with a degree in Banking & Financial Management in 2013. Born and bred in Manchester, Chris quickly made the move to London to embark on a career in Asset Management, joining Neuberger Berman as Performance & Risk Analyst.

It didn’t take long for Chris to decide he wanted to work in distribution and in 2014 joined Goldman Sachs Asset Management to support both their wholesale and institutional sales teams within EMEA.

Keen to progress into a client facing role, Chris joined Columbia Threadneedle in 2015 as Business Development Manager, tasked with developing, growing and maintaining relationships with a panel of financial advisers, life co’s and key strategic partners across the U.K.

Chris joined Montanaro in 2018.

Qualifications

• BA (Hons) Banking & Financial Management, Sheffield Hallam University.

Professional

Ed is Chief of Staff and Head of Sustainable Investments. He joined Montanaro in 2014 and has led the ESG and impact investment approach, developing sustainable investment strategies, including the award-winning “Montanaro Better World Fund”. He played a key role in Montanaro achieving B Corporation certification in 2018. Ed is Chair of the Sustainability Committee and sits on Montanaro’s Executive Committee. 

Ed was elected to the Board of the UK Sustainable Investment and Finance Association (UKSIF) in September 2023, representing over 300 financial services firms managing £19 trillion in assets. He also serves as an independent member of the Medical Research Foundation’s Investment Committee, supporting initiatives to advance medical research and improve human health. 

He began his career in the City in 2007. Prior roles include time as a Portfolio Manager at Newton Investment Management and later at Standard Life.  

Academic Qualifications

• Durham University: BA (Hons) in Theology (2:1)
• CFA Institute: Certificate in ESG Investing
• The Chartered Institute for Securities & Investment Diploma
• University of Cambridge (CISL): Sustainable Finance Course