Our People

Craig Leslie is an investment director at Greenbank specialising in the management of ethical portfolios for private clients, trusts and charities across Scotland.

Craig joined Rathbones in August 2021 having previously been employed as a senior investment manager at Brown Shipley Private Bank in Edinburgh, where he was responsible for looking after a wide variety of clients, including a number of large Scottish charities, providing bespoke investments portfolios aligned to specific client requirements. Prior to this Craig spent 10 years at the boutique wealth management firm, Murray Asset Management.

Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments and a Chartered Wealth Manager, holding the Chartered Wealth Manager Qualification. In addition to this he was the first person in Scotland to successfully complete the CFA UK Certificate in ESG Investing.

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Jonathan holds the Investment Management Certificate, the Private Client Investment Advice and Management Diploma and the CISI Masters in Wealth Management. He is also a CFA Charterholder and holds the CFA Certificate in ESG Investing as well as the STEP Certificate for Financial Services.

A Chartered Fellow of the Institute for Securities and Investments, Jonathan has a B.A. in Management Studies with Spanish from the University of Nottingham. He joined Rathbones in March 2022 and provides values-based investment solutions for private clients, trusts and charities, with an emphasis on ethical and socially responsible portfolios.

Laura Hobbs, Senior Investment Director and Regional Charity Specialist has 16 years’ experience in financial services, with over a decade working with not for profit clients. Laura joined Rathbones as an Investment Director within the specialist Greenbank team in 2022 where she is dedicated to advising and managing investments for charity clients.

Previously Laura held positions at Brunel Pension Partnership, where she was Responsible Investment Manager for £40bn of public and private assets and at CCLA, where she was Deputy Head of Ethical and Responsible Investment. Laura started her career as an energy sector analyst and trained as a portfolio manager at Barclays Wealth.

She is a Chartered Financial Analyst (CFA) Charterholder, has the CFA Certificate in ESG Investment and has both an Undergraduate Honours Degree and Master’s Degree in Geographical Sciences from the University of Bristol. Laura also sits on the investment committee of the World Wide Fund for Nature (WWF) as an independent sustainable investment advisor.

Having graduated with an MA in History from the University of Cambridge in 1981, Nick began his investment career with Tilney & Co, in Liverpool, where he spent 24 years. He joined Rathbones in 2011 after spending time as head of asset management with an investment boutique and with J O Hambro Capital Management in London. He was elected a member of the London Stock Exchange in 1986 and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Although Nick specialises in the management of private clients, trusts, pensions and charities he is also a highly experienced US and global equities fund manager. A past Citywire Cover Star and a two time winner at the Lipper Citywire All Star Awards he has considerable experience working with national media and the trade press, both in the UK and USA. He contributes to the Rathbone investment process being a member of the International Equities Committee and is a member of Rathbones Adviser Specialist Group.

David is an Investment Director at Greenbank Investments. He joined the team in January 2020 and now manages investment portfolios on behalf of private clients who have a particular focus in ethical and sustainable investment. Prior to joining Rathbones he had 10 years experience working in financial planning as well as an investment analyst, specialising in global equities and investment trusts. David is passionate about investment markets and has experiences across the financial services sector.

David read Economics at the University of Manchester, graduating in 2010. Since then he has also obtained the Diploma for Financial Advisers (DipFA), the CFA UK's Investment Management Certificate (IMC) and Environmental, Social and Governance (ESG) Certificate and also holds the Chartered Financial Analyst (CFA) designation.

Iain works alongside Nick Roe-Ely in the management of investment portfolios for private individuals, pensions, trusts and charities. He is a member of the firm’s Adviser Specialist Group and contributes to the Rathbones investment process through his position on the Overseas Equities Committee.

A graduate of the University of Liverpool with a BA (Hons) degree in Modern History and Politics, Iain began his career with BNY Mellon working with institutional clients in its asset servicing division before moving to Rathbones in 2015.

Iain is a Chartered Fellow of the Chartered Institute for Securities & Investment and has been awarded the level 7 CISI Chartered Wealth Manager Qualification. He also holds the CFA Investment Management Certificate and the CISI Investment Administration Qualification.

Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.

She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley and Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.

Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.

Joe is an investment director at Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered member of the Chartered Institute for Securities and Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification.

He joined Greenbank in 2014 having previously worked for educational charity Teach First as a secondary school Physics teacher. He is a Physics and Philosophy graduate with a BSc and MA from Bristol University.

Rosie is an investment director at Greenbank, specialising in managing ethical and sustainable portfolios on behalf of private clients, trusts and charities. Rosie joined the Greenbank team in 2015.

Rosie has a first-class BSc (Hons) in Mathematics from the University of Manchester. Rosie is a chartered fellow of the Chartered Institute for Securities and Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification. She has also been awarded the CFA UK Level 4 Certificate in Sustainable Investing, reflecting her commitment to responsible investment practices.