Our team

We are a small team dedicated to Small & MidCap investing. We are passionate about what we do and work together with a sense of humour to deliver excellence for our clients.

Cedric Durant des Aulnois

Chief Executive Officer

Mark Rogers

Head of Investments

Ed Heaven

Deputy Chairman of the ESG Committee - Sustainable & Impact Investing

Nere Asumendi

Senior Analyst

Christian Albuisson

Head of Client Relationship Management & Chairman of the ESG Committee

Sarah Bridges

Compliance / ESG Executive

Alex Read

Fund Administrator

Professional

Alex completed his A-Levels in 2013 and started his career in the financial services sector shortly after, when he joined Capita Registrars.

After this, he moved to Dubai for a brief period to take on a tough sales role at a financial advisory firm, but shortly after moved back to the U.K. for his first city job at Euroclear in the Operations team.

Personal

Alex enjoys keeping fit in his spare time either at the gym or running. He hopes to do a marathon one day, which is a lifetime goal of his. He is a member at his local golf club, trying his absolute best to play like his idol, Tiger Woods.

Family and friends are important to him, coming from a family of 6. When they are not indoors, you can often find them at their holiday home in Spain.

Alex enjoys films, in particular horror. He even made his own short horror film for his A-Level work, which he is very proud of.

Hal Miller

Analyst

Professional

Hal graduated from the University of Cambridge in 2016 with an undergraduate degree in Human, Social and Political Sciences, specialising in human evolution. Alongside his core academic studies, Hal was part of the winning 2016 Boat Race squad.

Next, Hal joined the asset management graduate scheme at Charles Stanley, before working for 2 years at the independent investment research company Third Bridge, where he led coverage of European healthcare companies.

Qualifications - BA Human, Social and Political Sciences, University of Cambridge

  • CFA Level 1 and IMC holder

Personal

Hal is a qualified windsurfing instructor, and enjoys spending windy weekends out in the surf off the south coast of England. When the wind calms down, he is also a keen sailor and kayak fisherman.

In addition, Hal is a running enthusiast, and thinks jogging in to work beats the Northern Line any day.

Charles Montanaro

Chairman / Fund Manager

Professional

Charles graduated with an honours degree in Anthropology from Durham University in 1976. He spent four years in industry before joining Merrill Lynch in 1980 as a private client broker in London. He joined Dean Witter Reynolds in 1984 and Drexel Burnham Lambert in 1987 as a Senior Vice President where, in both cases, he was their top institutional broker in the UK, joining the high-yield bond department in 1989. In 1990, Charles joined MMG Patricof (now Apax Partners) as a Director of investment banking working with UK private and public smaller companies.

In August 1991, he founded Montanaro to specialise in analysing and investing in quoted European smaller companies on behalf of leading institutions. He has since launched and managed several funds and established a strong track record. In addition, he has served on the Boards of two public smaller companies. He was appointed a Director of the Montanaro European Smaller Companies plc on 12 January 2012.

Qualifications

  • BA (Hons) Anthropology, Durham University (1976)

Personal

Charles, with his inexhaustible supply of energy, is rooting for Arsenal when he isn't motivating his own team.

A pity his enthusiastic approach doesn't work with fish.  Despite numerous attempts, he has yet to catch a trout, let alone a salmon.  Although he did catch a piranha during his first trip up the Amazon and is now known as "the white Huaorani" following his second adventure in search of undiscovered tribes in the jungles of Ecuador.

Having survived his first London marathon in a vain attempt to get fit, he spent time in the jungles of Papua with the stone-age Korowai and Kombai who had not seen a white man before.  Although practising cannibals, he was clearly too tough for their taste and survived the adventure – narrowly avoiding a native attempting to shoot his bow and arrow first and ask questions later…

In search of truly undiscovered people, he was temporarily kidnapped in Mamberamo by an unknown tribe where he found that not all natives are friendly.  Undeterred, he went hunting with the Yanomami in Venezuela and the Embera of Panama at the end of 2007 where he got eaten alive by mosquitos and nasty little nigwas and leeches.  In 2008, with his wife to be Jane, he tried his hand at climbing steep hills firstly in Kashmir and then in Bhutan where he met the new King before climbing 18,000 feet to see what altitude sickness felt like. An unexpected 40 kilometre hike in the snow (abandoned by a guide who was lost) nearly ended badly.

He survived running the Bulls of Pamplona as a pre-cursor to further exploits among indigenous tribes.  These included walking safaris with the San people in Botswana and fishing with Australian aborigines.  A return trip in 2009 to the jungles of Irian Jaya (the Korowai) saw him going native and returning with a stick through his nose - much to the disapproval of his wife (since removed – the stick that is).  In 2011, Charles explored the jungles of Sumatra with the Mentawai.

In 2013, Charles founded and largely funded Tribal Survival, a charity aimed at improving the lives of indigenous people living in remote jungles by providing access to Western doctors and medicine.  In 2014, a five-year programme was initiated with the assistance of the World Health Organisation to eradicate Lymphatic Filariasis (elephantiasis) among the Korowai.

For a change, Charles chose to spend time with indigenous people living in colder climates.  In 2017, he spent a fortnight hunting on dog sleds with a remote community of Inuit in Kulusuk (Greenland).  2018 saw him living with the Nenet, reindeer herdsmen in Yamal (North West Siberia).  In both cases, temperatures below minus 30 - 40 degrees were not uncommon and hairs in his nostrils froze.

November 2019 saw a return to the Korowai of West Papua where humidity was almost 100 degrees.  Not sure which is worse.  Once again, he returned with a stick through his nose but also an earring - his wife even less impressed.  Where to next?

Cedric Durant des Aulnois

Chief Executive Officer

Professional

Cédric joined Montanaro in April 2007, becoming Chief Executive Officer of Montanaro Asset Management on 1 January 2016. Cedric holds a MBA from Instituto de Empresa, a Master’s in Finance and Economics from the LSE and a Master’s in Finance and Banking from Paris-based Université Dauphine. Cédric is bilingual in French and English.

Qualifications

  • Master’s in Finance and Economics, London School of Economics (2000)
  • Master’s in Finance and Banking, Université Dauphine in Paris (2000)
  • MBA from Instituto de Empresa (2007)
  • Bilingual in French and English

Personal

Outside the office Cedric likes to see the world through the lenses of his Canon digital SLR. He can spend days, even weeks, observing the wildlife in its natural habitat. Some of his best memories include photographing wild dogs chasing after their prey in Botswana, seeing hyenas with their cubs at night, watching darting Arctic sterns in the fjords of Iceland, witnessing a battle for territorial dominance between two brown bears in Finland and stumbling upon the bizarre-looking pangolin – a rarity according to locals - in the Okavango Delta.

Tom Norman-Butler

Head of Business Development

Professional

Tom joined Montanaro in 2009. After 2 years in the research team he moved over to Business Development becoming Head of the team in 2016. Tom covers wealth managers and multi-managers in the UK and the Channel Islands.

Qualifications

  • BSc (Hons) in Mathematics with French, St Andrews University (2007)

Personal

Tom is married and lives in South West London with his wife, daughter and crazy dog Clover.  Whenever possible he can be found on the golf course or watching cricket but more likely changing nappies or chasing his dog around Richmond Park.

Christian Albuisson

Head of Client Relationship Management & Chairman of the ESG Committee

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 and Chairman of the ESG Committee since 2013.

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

Personal

As a fund manager, Christian sometimes took contrarian views. This may be why he left the South of France to move to cold and wet Scotland. Christian speaks French and Spanish and on moving to Scotland, even took (and passed!) an O-Grade in Gaelic.

He likes French and Italian wines and is currently learning Italian so he can visit the various producers during his holidays. For some years now, Christian has imported his favourite wines and champagne into the UK and he is often asked to present them at tasting sessions. His other great interests are Scottish history, literature, cinema and running (when the Scottish weather is not too bad). He also spends some time serving the French community in Scotland as an elected councillor.

He plans to go to the Gaelic college in Skye to improve his Gaelic. He loves the West coast of Scotland, one of the most beautiful parts of the world, when it does not rain and there are no midges!

Contact Christian

Email calbuisson@montanaro.co.uk

Phone 02074 488600

Contact Christian

Mark Rogers

Head of Investments

Professional

Mark graduated with a degree in Banking and Finance from the University of Wales, Bangor in 1986. Since then he has spent his whole career in the asset management industry, the last 12 years managing buy side research teams.

His first 4 years was with Bankers Trust Asset Management as a UK portfolio manager, running funds on behalf of UK pension clients. Then Mark joined Nomura Asset Management in 1990 where he worked for 17 years, first as a European equities portfolio manager for US Pension clients and then as Head of Research where he built up a team of 14 in-house sector analysts in London and New York.

In 2007 Mark left to join Fidelity Worldwide Investments in London as Director of European Equity Research. In this role Mark helped to manage and coach the 45 strong buy side analyst team.

In March 2014 Mark joined Montanaro as Head of Investments, and in 2018 he became co-Fund Manager of the Better World Fund. Mark is also a member of both the Investment and ESG Committees.

Qualifications

  • Banking and Finance degree, University of Wales, Bangor (1986)

Personal

Mark is a Life Fellow of the Royal Geographical Society and he has always had an interest in gazing at maps and wondering what was out there. In his younger days he tried to stay true to his dreams. As a keen cyclist Mark has been on a number of adventures, including a lone ride across the Himalayas from Lhasa to Kathmandu. This was back when Tibet was closed to foreigners and the route was just an empty, barren dirt road.

Mark has also followed his interest in mountaineering over the years. He and his brother have been on numerous expeditions to climb the high peaks of Europe, the USA and Nepal. They reached the summit of Ama Dablam, at 22,493ft, and inclement weather forced Mark from the summit ridge of Cho Oyu, at 26,900ft.

Mark acknowledges that as one gets older, life has a habit of becoming more circumscribed. Today, Mark has two grown up daughters and his wife, Catherine, has two teenage children. Nowadays, his pleasures come from cooking comfort food for everyone and cycling at the weekend.

Mark has a large globe which is beside his bed and in the evenings you can still catch him sneaking a look to see what great adventures lie out there for the brave hearted.

George Cooke

Analyst / Fund Manager

Professional

George graduated from the University of Nottingham in 2005 with an undergraduate degree in Management Studies. He spent a further year of study there at the end of which he was awarded a Masters (with Distinction) in Corporate Strategy & Governance.

Immediately following this, he joined the graduate scheme at Aon Benfield (formerly Aon Re). Having completed this scheme, George settled as an Analyst within the ReSolutions department where he specialised in assisting with the capital and runoff issues of insurance and reinsurance companies. During his time at the company, George received a Diploma in Insurance. He is also a CFA Charterholder.

After three and a half years with Aon Benfield, George joined Montanaro in July 2010. He is the Fund Manager of the European Income Fund, the European Smaller Companies Fund and the European Smaller Companies Trust. Additionally, he has Analyst responsibilities for the Healthcare and Insurance sectors.

Qualifications

  • BA (Hons) in Management Studies, University of Nottingham (2005)
  • MA (with Distinction) in Corporate Strategy & Governance, University of Nottingham (2006)
  • Exams passed for Diploma in Insurance
  • Chartered Financial Analyst (CFA)

Personal

When away from the office, George enjoys running and cycling. He completed the London marathon in 2014 and plans to try l’etape du tour…one day. A yearly trip or two to the Alps or Canada allows him to refresh his snowboarding ‘skills’, with his enthusiasm almost making up for any apres-ski induced balance issues.

Stefan Fischerfeier

Analyst / Fund Manager

Professional

Stefan holds a B.A. in Business Administration from the University of Cooperative Education in Mannheim (1995) as well as a Diplom-Kaufmann (MBA equivalent) from the University of Mainz (1998). He graduated from the London Business School with an MSc in Finance (2006).

After graduating from University of Mainz he spent more than six years at Accenture in Germany, Switzerland, France, and the UK as a management consultant for European banks and asset managers. Stefan then worked as an analyst at Nordwind Capital, a Munich based private equity company, analysing the automotive industry, and as an investment consultant for a property fund in Romania assessing real estate investment opportunities in Eastern Europe.

Stefan is bilingual in German and English.

Stefan joined Montanaro in May 2007. He is both an Analyst and Fund Manager of two of our segregated mandates.

Stefan is a CFA Charterholder.

Qualifications

  • B.A. in Business Administration, University of Cooperative Education in Mannheim (1995)
  • Diplom-Kaufmann (MBA equivalent), University of Mainz (1998)
  • M.Sc in Finance, London Business School (2006)
  • Chartered Financial Analyst (CFA)
  • Bilingual in German and English

Personal

After leaving Munich, Stefan studied in Mannheim and Mainz and worked for three years in the German financial centre Frankfurt. He then took a break and enjoyed the sun at Cote d’Azur, living in Antibes and working in Sophia Antipolis Technology Park.

Stefan moved to London in 2003. He admits that it’s a completely different experience and that he enjoys each and every moment of it.

Travelling is one of Stefan’s favourite pastimes. He has kept in touch with many of his colleagues from around the world and has visited them in Australia, USA and Mexico.

Stefan started skiing aged seven and his favourite spot is Val Thorens as it's the biggest ski resort with the best snow in the Alps. He also played football for a Munich football club for thirteen years but nowadays he just doesn’t have the time - he takes the easy option and watches games in the pub instead!

Alex Magni

Analyst / Fund Manager

Professional

After completing his Ph. D in Engineering at Imperial College, Alex started his career at Cazenove & Co in 2000, where he joined the highly rated German Small & Midcap team as a generalist, covering a wide range of companies and industries.

In 2004, Alex helped to start an independent equity research boutique called Clear Capital, which focused on UK Small & Midcaps, and which made extensive use of primary data to gain insights into companies and industries. Alex began his coverage of the Business & Commercial Services sector while at Clear Capital.

In 2010, he joined the HSBC European Business & Commercial Services team, which became a consistent Top 5 Extel team, and ranked as high as No 2 in the 2014 Extel Survey.
Alex joined Montanaro in Oct 2015.

Qualifications

  • M.Eng in Chemical Engineering, Imperial College of Science, Technology and Medicine (1996)
  • Ph.D. in Chemical Engineering, Imperial College of Science, Technology and Medicine (2000)

Personal

Alex has two young daughters and lives in London. When he is not helping with maths revision or coaching hockey from the sidelines on a Sunday morning, Alex enjoys taking a break from the London air by exploring the many National Trust sites dotted outside the city. Cliveden House and Polesden Lacy are a must!

Nere Asumendi

Senior Analyst

Professional

Nere completed an MBA at London Business School in 2010. During the MBA she spent a semester at Columbia Business School in New York as part of the international exchange programme. She holds a Masters in Business Administration with specialisations in marketing and finance from Universidad de Deusto in Spain.

Before achieving an MBA, she worked as an Associate in the Consumer and Retail Group at Lehman Brothers in London. Other work experience includes e-commerce strategy at Coca-Cola in London.

Nere is bilingual in Spanish and English.

Nere joined Montanaro in November 2010.

Qualifications

  • Master’s in Business Administration with specialisations in Marketing and Finance, Universidad de Deusto in Spain
  • MBA, London Business School - including a semester at Columbia Business School in New York (2010)
    Bilingual in Spanish and English

Personal

Having spent most of her childhood close to the seaside in Spain, Nere has a passion for swimming, snorkelling and marine life. She has travelled around the world to the sunny beaches of Hawaii, Cuba, the Philippines, Indonesia and many other places. When at home, Nere enjoys reading and drawing.

Andrea Shen

Senior Analyst

Professional

Andrea graduated from Brown University (magna cum laude) with a double concentration in International Relations (honours) and East Asian Studies in 1992. She holds an M.A. in International Affairs from Columbia University (1994) as well as an M.Litt. (with Distinction) in History of Art from University of Glasgow (2011). She has also studied at the International Christian University in Mitaka, Japan.

She started her career on the sell-side in global aerospace & defence equity research team at Lehman Brothers New York in 1994 as an associate. In 1998, she joined the Government of Singapore Investment Corporation (GIC) in the equities division as an investment analyst with portfolio management responsibilities, largely in the US and European industrial and technology sectors. After 7 years at the Singaporean sovereign fund, she returned to Lehman Brothers London as a Director in Equity Research. After taking time off to have a family, she returned to work at a corporate finance boutique, ARC Associates, as Head of Research in 2011.

Andrea is bilingual in Mandarin and English.

Andrea joined Montanaro in January 2012.

Qualifications

  • Brown University (magna cum laude) with a double concentration in International Relations (honours) and East Asian Studies (1992)
  • M.A. in International Affairs, Columbia University (1994)
  • M.Litt. (with Distinction) in History of Art, University of Glasgow (2011)
  • Andrea has also studied at the International Christian University in Mitaka, Japan
  • Bilingual in Mandarin and English

Personal

An avid traveller, Andrea has visited over 30 countries and lived in Singapore, Japan, New York and now London. Apart from travelling, she enjoys reading (ancient rulers and medicine), wine tasting, learning Danish & Italian, playing tennis and cross country skiing.

Gaspar Arino

Analyst

Professional

Gaspar graduated with a degree in Economics from Universidad Autonoma of Madrid in 2005. After that, he studied a Master in Financial Markets at IEB and completed three full-time internships in several Spanish financial institutions. Following this, Gaspar worked for 7 years at Allianz Popular managing European mutual funds and pension plans. In 2014 Gaspar joined GO Investment Partners as an Investment Analyst for the GO European Focus Fund. Gaspar joined Montanaro in August 2015.

Gaspar is a CFA Charterholder and holds a Masters of Business Administration (MBA) from IESE Business School. He is also Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM). Besides his native Spanish, Gaspar is fluent in English and conversant in French.

Qualifications

  • B.A. in Economics, Universidad Autónoma of Madrid (2005)
  • Master in Stock Exchanges and Financial Markets, Instituto de Estudios Bursátiles IEB (2007)
  • Executive MBA, IESE Business School University of Navarra (2013)
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Chartered Alternative Investment Analyst (CAIA)
  • Bilingual in English and Spanish

Personal

Gaspar moved to London in 2014 and has enjoyed the experience so much, that he sees himself living in the city for the foreseeable future. When not reading about investing, Gaspar enjoys spending time with friends and family. He is passionate about tennis, skiing and running. He is planning to complete the London marathon in the not too distant future.

Guido Dacie-Lombardo

Analyst

Professional

Guido graduated from the University of Cambridge in 2008 with an MSci in Experimental & Theoretical Physics. He joined Rothschild in London where he advised UK and European clients on mergers and acquisitions, as well as a range of general corporate finance issues.

After six years with Rothschild, Guido joined Montanaro in 2015 as an analyst covering the Software, IT Services and Electronic Equipment sectors. From 1 July 2020, he will be the co-manager of the Montanaro UK Income Fund alongside Charles Montanaro.

Guido is bilingual in English and Italian.

Qualifications

  •  MSci in Experimental & Theoretical Physics, University of Cambridge (2008)
  • Bilingual in English and Italian
  • Chartered Financial Analyst (CFA)

Personal

In his spare time, Guido relaxes by playing the piano, trying to compose music or cooking a new dish. If he’s feeling more energetic he can be found on the golf course or the ski slopes, and he enjoys playing snooker, squash and football. Guido also loves packing his weekend bag to explore the English countryside or a European city, particularly when combined with tasty local food. When he has the time for longer breaks, he explores further afield – most recently a three-week trip to Japan to experience the beautiful autumnal foliage (and of course the wonderfully varied and delicious food!).

Yannis Gidopoulos

Analyst

Professional

Yannis joined Montanaro in September 2019, after spending the summer with Lazard Asset Management as a Research Analyst. Having graduated from Durham University in July 2019 with a degree in Philosophy, Politics, and Economics, Yannis’ first internship was with Alpha Trust Asset Management in 2016. Internships followed with the Venture Capital fund of First Athens, and with Legal & General Investment Management in the summer of 2018. Yannis is bilingual in Greek and English.

Qualifications

  • Degree in Philosophy, Politics and Economics - Durham University (2019)
  • Bilingual in Greek and English

Personal

When out of work, Yannis is likely to be spending his time doing one of three things: drinking coffee; watching Liverpool FC; or reading up on continental European philosophy (in that order of importance). A County Badminton player who is now out-of-practice, he dabbles in racket sports, and particularly enjoys playing football. Visiting his reasonably large Greek family also keeps him quite busy! When he gets a break, he plans to go island hopping in the Aegean.

Henrik Schmidt

Analyst / Client Relations Manager

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

Personal

After growing up on the West coast of Sweden and living in Switzerland for a year and a half his biggest interests are boating and skiing. These days that boils down to a couple of weeks skiing per year and a little bit of boating in the summer. There is still that dream of spending a season in the Alps. Besides sports Henrik likes to travel. The perfect dream holiday would be to combine these two interest and go skiing in Alaska.

Ed Heaven

Deputy Chairman of the ESG Committee - Sustainable & Impact Investing

Professional

Ed graduated from Durham University with a 2:1 BA (Hons) degree in Theology. His thesis was on the Ethics of Genetic Engineering. He began his career in asset management as a Portfolio Manager with Newton Investment Management, before moving to Standard Life following the acquisition of his department. Ed joined Montanaro in 2014 and is Deputy Chairman of the ESG Committee. He has been heavily involved in the further integration of ESG in the investment process, culminating in the launch of the Montanaro Better World Fund. Ed directs the impact analysis of companies within the Better World Fund across the Investment Team and writes the award-winning Better World Fund Impact Report, as well as Montanaro's ESG Handbook and Montanaro’s market commentaries.

Qualifications

•       Durham University, Theology BA (Hons) 2:1
•       CFA Institute, Certificate in ESG Investing
•       The Chartered Institute for Securities & Investment Diploma

Personal

Away from work, Ed is kept busy looking after his young family. An avid reader, Ed likes to relax by working his way through an ever-growing reading list. He is interested in the development of new technologies, particularly “AI” and in his spare time has completed Stanford Professor Andrew Ng’s course 'AI for Everyone'. When he can, Ed likes to travel, a highlight being a trip across the Middle East to Egypt, Jordan, Syria and Israel in 2005.

Sarah Bridges

Compliance / ESG Executive

Professional

Sarah studied Zoology at Imperial College in London, graduating in 2004. She worked for a small investment management company in a trade support role for three years, before deciding to take a year out to complete a Masters degree in Biodiversity and Conservation at Roehampton University. Sarah joined Montanaro in December 2008

Qualifications

  • Zoology – Imperial College London
  • Masters in Biodiversity and Conservation – Roehampton University

Personal

Sarah has always had an interest in wildlife and environmental issues, which she traces back to watching David Attenborough documentaries as a child. In the past she has carried out voluntary work on zoos, farms and with conservation groups, but unfortunately she has not yet made it to the rainforest.  These days she is mostly limited to exploring the garden and local park with her two young children.

When she is not in her wellies, Sarah likes to spend time with friends. This usually involves eating, and she enjoys trying any food as long as someone else has made it.

Chris Crier

Senior Investment Sales Manager

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 and is responsible for targeting U.K. Advisory clients.

Qualifications

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

Personal

Away from work, Chris sits on the members committee at The Lansdowne Club in Mayfair and is constantly looking at ways to improve the experience for its members. Chris is an avid Manchester United fan (yes – one of the few actually from Manchester) and goes to watch the games as often as he can. Chris enjoys the odd game of 5-a-side but feels he is more attuned to playing golf these days. He is also a big horse racing fan with his favourite meet being the Ebor Festival at York.

Chris loves to travel but rarely plans ahead, choosing instead to book last-minute flights to random destinations. He would like to become fluent in French one day and spent the odd summer during university working at Disneyland Paris. Unfortunately we are yet to find a photo of him dressed as Mickey Mouse.

Grace Applegate

Marketing Assistant

Professional

Grace completed her A-Levels in 2014 and went on to study Business Management at the University of Portsmouth for 4 years. As part of her 4 years she undertook a placement year working at Aberdeen Asset Management on their sales team.

Grace joined Montanaro in 2019 as a Marketing Assistant.

Qualifications

  • BA (Hons) First Class Degree in Business Management – University of Portsmouth (2018)

Personal

Grace got a taste of the beach life as she travelled around South East Asia for 4 months. She had some amazing experiences such as trekking with elephants in Thailand, volunteering at an orphanage in Cambodia, motor-biking around the mountains in North Vietnam as well as experiencing the Malaysian culture. She has always wanted to swim with turtles, so that’s one to go on the bucket list.

Grace also enjoys spending time with her family and friends – especially if a Mojito.. or 2 is involved!

Adam Lomas

Investment Sales Manager

Professional

Adam started his professional career in the investment industry in 2012, where he worked as a Private Client Stockbroker in London dealing with high net worth individuals and worked on both discretionary and advisory portfolios.

In 2014, he joined Spring Capital Partners as a Fund Sales Manager predominately covering London and other parts of the UK. This was followed by two years at Franklin Templeton Investment and one year at BNY Mellon Investment covering London and the South East of England.

Adam joined Montanaro in 2019 as an Investment Sales Manager and is responsible for clients within London and the South of England.

Personal

In his younger years, along with other traditional sporting activities, Adam was a keen surfer and climber which he enjoyed doing at numerous locations around the UK and Europe. Adam was also a gymnast and regularly competed in regional and national championships in the UK. Unfortunately we are yet to see him walking on his hands in the office!

These days he prefers a calmer style of life and can often be found on the golf course or out socialising with family and friends.

Matthew Francis

Head of Compliance, Risk Management and Administration

Professional

After gaining a degree in Banking & Finance in 1994 from Birmingham City University, Matthew joined the Far East Desk of Schroder Investment Management responsible for World (ex Japan) equities for a Japanese client base. During this time he successfully completed the IMC and IIMR examinations.

Having left Schroders, Matthew moved on to cover Client Relations at a boutique long short hedge fund start up before spending two years as a Senior Performance Analyst at Henderson Global Investors.

Matthew joined Montanaro in October 2006, and was appointed Compliance Officer in April 2010.

Qualifications

  • Banking & Finance degree, Birmingham City University (1994)
  • Investment Management Certificate (IMC)
  • Institute of Investment Management and Research (IIMR)

Personal

Having had his footballing revival cut short by some career threatening injuries Matthew has now had to turn his attention to more age appropriate sports such as tennis.

He also likes to travel and spend time with his daughter.

Dr Bill Jiang

Head of Investment Analytics

Professional

Bill completed his undergraduate study in engineering (with top 1% performance) at Harbin Institute of Technology in 2003. Following this, he studied at the University of Oxford and received a degree of MSc in Applied Statistics in 2005. He was awarded a PhD in Business Administration from Manchester Business School in 2010. He also holds a graduate diploma in Computer Science.

Bill started his career as a Lecturer (Assistant Professor) at the Birmingham Business School (University of Birmingham) in 2009. He published 25 research papers in international journals and conferences (e.g. International Marketing Review, Psychology & Marketing, Journal of the Operational Research Society) and received a Best Paper Award at a premium American conference. In addition, he acted as a reviewer for two leading management journals. Following two years in academia, Bill moved into the financial services industry. He joined Admiral Group (FTSE 100 listed) in 2011 as a Statistical Analyst responsible for the development and management of statistical insurance models. Bill served as a consultant to a wealth management firm in 2007 and also worked as a Financial Analyst in 2005.

Bill joined Montanaro in 2012 and became Head of Investment Analytics in January 2017. He is both a CFA charterholder and an FRM charterholder.

Bill is bilingual in Mandarin and English.

Qualifications

  • Engineering degree (with top 1% performance), Harbin Institute of Technology (2003)
  • MSc in Applied Statistics, University of Oxford (2005)
  • PhD in Business Administration, Manchester Business School (2010)
  • Graduate Diploma in Computer Science
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Investment Management Certificate (IMC)
  • SAS Certified Base Programmer
  • Bilingual in Mandarin and English

Personal

Bill maintains regular activities in sports such as basketball and badminton. Besides, he likes reading, music and photography.

John Ensor

Client Reporting / Administration Manager

Professional

After graduating in Experimental Physics from the University of York in 2003, John started his career in technical sales for a satellite communications company.

He entered the Financial Services sector in 2006 when he started work in Fund Operations for Capita Financial in London, and then worked as a Client Accountant for State Street in Sydney in 2008.

John joined Montanaro in 2010.

Qualifications

  • Experimental Physics – University of York (2003)

Personal

When not in the office, John enjoys a variety of sports activities including Kayaking, Surfing, Go-Karting and cycling.

His real passion, however, is to travel. Since leaving university he has travelled extensively, through Europe, North Africa, Asia and Australasia. His greatest adventure to date has been participating in the Mongol Rally; driving a 1982 Rover Mini 8000 Kms from Hyde Park in London to Ulaan Bataar in Mongolia, through the desert in Kazakhstan and the forests of Siberia.

Gareth Bateman

Trade Execution Manager and Fund Administration Supervisor

Professional

Gareth started his career at Trinity Broking LLP, at the time a leading brokerage for some of the most liquid exchange traded derivatives. After this he moved to a proprietary trading firm, working in a trade support role focusing on the commodity derivatives market.

Gareth joined Montanaro in 2011, he manages Montanaro’s Trade Execution Desk and is a supervisor on the Fund Administration team. He also works on a broad range of areas including regulatory shareholding disclosure and Montanaro’s computer systems.

Qualifications

  • BSc (Honours) Economics and Mathematical Sciences

Personal

Gareth enjoys many sports, in particular football, he has the important role of organising Montanaro’s 5-a-side matches and is always looking for new opponents.

Tennis is another favourite of Gareth’s, although his attempts to copy the techniques of Roger Federer only result in frustration. Having recently become a father there is now less time to practice, but perhaps his daughter will take-up tennis with him in future.

Gareth completed the Paris Marathon in 2017, he enjoys cycling and running to keep fit. He has also completed the London to Brighton cycle ride and ascended Britain’s three highest peaks. More recently he has discovered a passion for skiing and enjoys visiting the French Alps, attempting to master his technique in between the ‘Apres’.

If Gareth is not found ascending mountains or skiing down them he will probably be found enjoying food and drink with family and friends.

Rachel Herry

Trade Execution / Client Reporting Executive

Professional

Rachel graduated from the University of Nottingham in 2005 with a BA Honours in German and Russian. During her course she spent a year abroad studying in Jena, Germany and St.Petersburg, Russia.

After graduating Rachel spent a year working at the International Commission on Holocaust Era Insurance Claims before moving to Uralsib Securities to utilise her Russian language skills as a desk assistant. She spent three months working in Moscow before moving to Renaissance Capital where she worked on the sales-trading desk and later in trade support.

Rachel joined Montanaro in 2013.

Qualifications

  • BA Honours in German and Russian – University of Nottingham (2005)

Personal

In her spare time Rachel enjoys receiving her marching orders at military fitness bootcamps. A keen runner she has completed a number of half marathons as well as the Berlin Marathon. She has recently learned to salsa and regularly puts on her dancing shoes and hits the dance floor with a mojito or two!

Rachel enjoys to travel and keen to experience more of Russian life Rachel spent a summer working on a children’s' camp in central Russia teaching children English and even had a guest appearance on the local TV station. Her other adventures include elephant trekking in Thailand, quad biking in the Sinai desert, paragliding in Turkey and swimming with dolphins in Mexico. Her dream is to see the gorillas in the wild so will hopefully be able to add that to the list soon!

Aaron Gomez

Senior Fund Administrator

Professional

Aaron graduated from Durham University where he read Economics & Politics. Following graduation in 2012, Aaron worked as a Tax Associate in PricewaterhouseCoopers, specialising in VAT. In 2015, he started a role as a Fund Accountant in Citco Fund Services (Singapore). Prior to joining Montanaro, Aaron completed an MBA at Hult International Business School.

Aaron joined Montanaro in 2017.

Qualifications

  • BA (Hons) Economics & Politics – Durham University (2012)
  • MBA – Hult International Business School (2017)

Personal

Aaron is passionate about sports, particularly football, squash and more recently padel. He represented schools and played football at college-level in University, and has continued to play since but a knee injury sustained during military service in Singapore ruled out any chance of a fulfilling his childhood dream of playing for Liverpool!

In addition to sports, Aaron enjoys spending time with family and friends, and travelling with them.

Harry FitzGerald

Fund Administrator

Professional

Harry graduated from the University of Exeter with a degree in Geography in 2018. He spent three months in Myanmar (Burma) working for Aequitas Holdings as a management trainee/ intern. This opportunity enabled him to experience and understand the development of businesses from the ground up in a frontier country.

Harry joined Montanaro in 2018.

Qualifications

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

Personal

In his spare time Harry is an avid sportsman. He played cricket throughout his time at university and continues to play each week for his local side in Kent. When not on the cricket field, Harry enjoys playing golf and he holds a handicap of 11. Harry is also a passionate skier, having spent a season in Meribel, France before heading to university.

Mark Petar

Head of Systems

Professional

Mark spent four years studying at Coventry University where he gained a degree in Business Studies. From there he joined Aberdeen Asset Management PLC where he undertook various roles in the London, Irish, Scottish, American and Singaporean offices before settling into a statistical analysis role in the Company Secretarial department.

Mark left the City to become self-employed in sporting promotion, merchandise and media before joining Seetec Ltd as an Employment Consultant charged with the task of case loading and retraining the long term unemployed as part of the Government’s New Deal initiative.

Mark joined Montanaro in August 2006.

Qualifications

  • Bsc Honours in Business Studies - Coventry University (1998)

Personal

Mark’s love of all things Disney is quite apparent, his house is often referred to as a shrine and virtually all his holidays involve a Disney theme park destination; in fact, despite going to Paris three or four times a year, he has only been to the city once. Mark reads mostly Disney history and Star Trek books, enjoys computer and board games, and supports Arsenal FC and the San Francisco Giants (baseball).

Mark is a light hearted jack of all trades who has a spreadsheet for everything and is willing to give anything a go.

Gillian Edwardes-Ker

Accountant

Professional

Gillian is a chartered accountant. She graduated from Birmingham Polytechnic in 1976 with an honours degree in Economics. She was articled to a firm in Reading and then moved to the city office of Geo. Little Sebire & Co. with whom she stayed for nearly five years and attained her practicing certificate. Gillian now works for a variety of clients including surveyors and property companies. She spends two days a week or more with Montanaro.

Gillian started working at Montanaro in February 1995.

Qualifications

  • BA Honours degree in Economics – University of Birmingham Polytechnic

Personal

Gillian works and plays hard. She has very varied interests and, in her limited spare time, could be found on a ski slope, tennis court or even wandering around the Uffizi.

Lowri Brown

PA to Chairman / Office and Events Manager

Professional

Lowri completed her A-levels in 2006 and went on to study Biology at the University of Leeds for two years. Lowri then moved to London and attended Quest Professional College, where she studied marketing. She worked as a PA in a boutique asset management company for just over a year before moving to Montanaro to work in the Marketing team. In 2018 Lowri became PA to Charles Montanaro.

Lowri joined Montanaro in 2011.

Qualifications

  • Introductory Certificate in Marketing – The Chartered institute of Marketing
  • Award in First Line Management – The Institute of Leadership & Management

Personal

Lowri has always taken a particular interest in the outdoors; enjoying skiing, sailing, walking and running! In 2005 Lowri successfully climbed Kilimanjaro and soaked up some of the local culture by helping out in an orphanage and experiencing a three day safari. More recently she raised money for the Samaritans with the help of Montanaro's matched charitable giving scheme by completing the London marathon in April 2013, and the Berlin Marathon in 2014! Where will her running take her next?

She is keen to see the world and explore different ways of life, having travelled to India and most recently Australia she is now planning her next trip to South America! Cities closer to home that she has loved exploring are Berlin and Istanbul.

Lowri enjoys all London has to offer; she loves visiting art galleries, her favourites being the Tate, where she has a membership, and the Royal Academy. Lowri particularly enjoyed the Ai Weiwei exhibition last year. Lowri is a big music fan and loves discovering a new band or gig venue.

Karis Rose

Team Assistant

Professional

Karis completed a legal secretary course in 2011 and from there she entered the City as a corporate receptionist for two different companies. The first was a serviced office where she acted as the front of house for 42 different companies and the second was a large investment bank.

Karis joined Montanaro in 2015.

Personal

Karis enjoys spending time in the gym to help her “get fit regime”. This can be a struggle, however, as away from the office and the gym Karis is likely to be found eating out with friends at quirky restaurants and has a certain taste for chocolate fudge brownies!

Karis also enjoys spending time with her family and friends, doing fun activities and getting away on holiday to enjoy the sunshine whenever possible.

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