Risk & Portfolio Management

Tom Chaloner
Director

Tom joined Montagu in 1998 following a successful career in HSBC in credit risk management and corporate finance. Tom is now focused on portfolio management activities within Montagu Private Equity and has been involved in over 30 realisations from the portfolio including trade sales, flotations, and secondary buy-outs. Tom holds an MBA and is an Associate of the Institute of Bankers.
T: +44 20 7336 9929
E: tom.chaloner@montagu.com

Erem Kassim-Lakha
Investment Director

Erem joined Montagu in 2006 having spent fours years as Strategy Director at the Spirit Group, the UK's largest managed pub business owned by Texas Pacific and Blackstone. She also served as interim MD of the Spirit Food pub business for several months. Prior to Spirit, Erem worked at Bain & Company in Toronto, London and Paris where she managed a wide variety of strategy, due diligence and operational improvement work. Prior to that, Erem completed her MBA at Harvard Business School after a two year stint in M&A at CS First Boston in New York.
T: +44 20 7336 9965
E: erem.kassim-lakha@montagu.com

James Codling
Investment Director

James joined Montagu in 2006 having spent 6 years working for J.P. Morgan's leveraged finance team in London and Hong Kong. James holds a degree in Electronic and Electrical Engineering from the University of Birmingham.
T: +44 20 7336 9938
E: james.codling@montagu.com

Ellie Williams
Portfolio Manager

Ellie joined Montagu in February 2004 having graduated from the University of Newcastle upon Tyne with a first in Economics. She supports Mark Dunfoy and Tom Chaloner with all aspects of portfolio management.
T: +44 20 7336 9936
E: ellie.williams@montagu.com

Holly Boyd
Executive Assistant

Holly joined us in February 2005 from Catherine Walker where she spent four years as Office Manager and PA to the Directors. She holds an honours degree from Heriot-Watt University.
T: +44 20 7336 9912
E: holly.boyd@montagu.com