Our People

Rosie joined Greenbank in June 2015. She has a 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 ESG Investing.

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.

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 is an investment director with 10 years of experience helping not-for-profit clients invest in line with their values and ethics. Laura graduated with an undergraduate and master's degree in Geographical Sciences from the University of Bristol and is a Chartered Financial Analyst (CFA) Charterholder. She began her career at Barclays Wealth then moved to Saunderson House followed by CCLA before joining Greenbank in 2022. Laura also sits on the investment committee of the World Wide Fund for Nature (WWF) as an independent investment adviser.

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.

Joe is an investment manager 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.

Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements. 

Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team.  From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in Private Client, Charity, Pension and Court of Protection portfolios). Victoria began her city career with Capel Cure Myers in 1998, following a successful career in Opera and Musical Theatre. 

Kate is head of Greenbank’s ethical, sustainable and impact research team. She oversees the development and implementation of the team’s sustainability assessment framework, analysing investments against a range of environmental, social and governance criteria. She also monitors emerging sustainability themes, sets priorities for Greenbank’s stewardship and engagement activities and has developed the team’s systems for the measurement and reporting of portfolio sustainability and impact performance. She joined Rathbones in 2007 after graduating from the University of Bristol with a masters in Philosophy and Mathematics.

Sophie joined Greenbank in January 2020 as a senior ethical, sustainable and impact researcher and has recently moved into a new role as Greenbank’s Stewardship and Engagement Lead. She is responsible for the delivery of key engagement projects, building relationships with external partner organisations, and shaping Greenbank’s engagement strategy, priorities and reporting. She started her career at Barclays Bank in 2013 and most recently spent three years at KKS Advisors, a strategy consultancy in London where she led a team specialising in sustainable and impact investment. She holds an MSc from Imperial College London in Environmental Technology and a BSc in Geographical Sciences from the University of Bristol.