Charles A.R. Gillams
Charles is the Managing Director of Monogram Capital Management. He has over forty years of experience in financial markets. His journey started with his Economics degree at the University of Cambridge, and his qualification as a Chartered Accountant with Touche, Ross & Co (now Deloitte); since then, he worked in London with BDO, with E.B. Savory Milln, and later, Swiss Bank Corporation.
He then joined Howmac PLC as chief executive and held the same position at several listed companies (including URS International Inc and Turnpyke Group plc), both in the US and UK covering several sectors, conducting a buy to build strategy, concluding with what is now Source BioScience International. From 2000 to 2010 he was an elected representative in Gloucestershire, including serving as Lead Member for Finance and the Environment at the County Council. He has managed Monogram Capital Management Ltd (a Howmac investment) since 2018, Howmac having first invested in the business in 2012.
Charles is a Chartered Accountant and is CISI certified.
Alan Ewart is Monogram’s chairman. A graduate in Metallurgy, Alan spent 33 years with a private international metals group, Metallurg Inc. After joining in 1969, he held various commercial management positions in the UK subsidiary before becoming its managing director for 15 years. He moved to New York in 1998 as Group CEO of Metallurg Inc with production and mining operations in USA, UK, Brazil, South Africa, Turkey, Germany and Russia, and trading throughout the world. He left at the end of 2002 and has since consulted and held various non-executive directorships with metals, minerals and chemicals organisations.
Daniel is the Portfolio Manager for the MonograM Momentum Fund, and is therefore responsible for creating and managing investment strategies for our clients. Daniel started his career as a Research Assistant at the University of Bristol, before moving to Credit Agricole CIB as a Business Analyst. Prior to joining Monogram, he worked at BlackRock, in the Capital Markets Team, specializing in ETF products, devising execution strategies for institutional clients.
Daniel holds a First Class BA in Economics, a MSc in Finance & Investment and a GDip in Statistics.
Milena is a non-executive director of MCM. She 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 founding Monogram, Milena was Managing Director at wealth management start-up Signia Wealth. She co-founded and developed the MonograM Momentum Model from 2014. She now works for Galilei Investment Office. She is an active charity trustee.
Milena attended the European Business School, London on a full competitive scholarship and graduated in 1999. She is a CFA Charter holder and speaks five languages.
Professor Steve Thomas
Steve chairs the MonograM Momentum Model investment committee. He is an expert in systematic investing, with over 35 years of investment experience – both practical and academic. Steve was a director of Bear Stearns Global Alpha Macro Hedge Fund, London, 2005-7. He also manged money at Firecrest Hambro, Hasley Investment Management and WM Capital. In 2011, he co-founded Solent Systematic Investment Strategies – a specialist quant investment advisor.
Steve is Dean of the MBA programme at Bayes Business School, London. Prior to this he was a Professor of Finance at the University of Wales, Swansea, and at Southampton University, and a Visiting Professor at the ICMA Cenre, University of Reading, and Queen’s University, Canada. He was awarded the Houblon-Norman Fellowship at the Bank of England (1990).
Steve has published widely in the areas of market microstructure, economics, and investment strategy. He has also co-authored the 13 editions of the Official Training Manual for the Investment Management Certificate for CFA UK.