Milena Ivanova, CFA
Chief Executive Officer (CEO) and Founding Principal

Milena IvanovaMilena is responsible for the business strategy and management of MONOGRAM.

Milena started her career at Goldman Sachs in Asset Management and Private Wealth Management, where over ten years she worked across a broad range of disciplines including portfolio planning and strategy, fund selection, portfolio construction and client advisory. Milena then joined boutique Vestra Wealth as Partner, Head of Portfolio Composition and Head of the Product Approval Committee. Prior to joining MONOGRAM, Milena was Managing Director at wealth management start-up Signia Wealth. She is an active trustee and board member of UK charity “One for the Boys” and a member of the investment committee for Parkinson’s UK.

Milena attended the European Business School, London on a full competitive scholarship and graduated in 1999. Milena is a CFA Charter holder and speaks five languages. She lives in London with her husband and three daughters.    

Contact Details: +44 7931 776206   |  milena.ivanova@monograminvest.com

 

Paul Marson
Chief Investment Officer (CIO) and Founding Principal

Milena IvanovaPaul is responsible for the investment strategy and management across MONOGRAM’s portfolios and mandates.

Paul started his career at the Bank of England as an International Economist, before joining JP Morgan Investment Management as Portfolio Manager in their global strategy team. After five years Paul moved to Goldman Sachs Asset Management where he was Executive Director of the Global Fixed Income Strategy Team. Soon after Paul was promoted to Managing Director and Global (ex-US) Chief Investment Officer (CIO) of Goldman Sachs Private Wealth Management. He subsequently joined Morgan Stanley Private Wealth Management as Managing Director, Global (ex-US) CIO and Head of the Investment Group. Most recently Paul was Global CIO for Swiss Private Bank Lombard Odier.

Paul graduated from Queen Mary College, University of London with a First Class Bachelor’s degree in Economics before achieving an MPhil in Economics from Sidney Sussex College at the University of Cambridge. Paul lives in Surrey with his wife and twin sons.

Contact Details: +44 7979 765044   |  paul.marson@monograminvest.com