Our People

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.

Kate Shepherd joined Greenbank in November 2010 and she holds an MSc in finance and investment from the University of Bristol. Kate has been awarded the Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment.

Katherine joined the investment team at Greenbank as an intern in March 2020 before moving into the ethical, sustainable and impact research team in January 2021. She is responsible for analysing investments against a range of environmental, social and governance criteria as well as assisting with engagement projects. She holds a BSc in Anthropology from Durham University and a CFA Institute Certificate in ESG Investing. 

Kitty joined Greenbank in June 2020. She has a Bsc (Hons) in Geography from the University of Gloucestershire and began her career at The New Zealand Red Cross. Kitty has completed part one of the CISI level 3 Investment Operations Certificate and is working towards completing the remaining two exams.

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.

Liz joined Greenbank in 2022 and is an investment manager. She previously worked at Cazenove Capital for 10 years where she started her career in wealth management.

Liz has a Bachelor of Science (Hons) in Biology from the University of Bristol. She also spent time studying law where she obtained the Post Graduate Diploma in Law, and went onto study the Legal Practice Course, for which she achieved a Distinction.

Liz holds the Chartered Wealth Manager qualification, and is a Fellow of the Chartered Institute for Securities and Investment.

Lucy joined Greenbank in 2020. She graduated from Cardiff University with a first class degree in Mathematics, Operational Research and Statistics (BSc).

Lucy is an associate member of the Chartered Institute of Securities and Investments having achieved the CISI Level 4 Investment Advice Diploma (Securities) in April 2021. She will shortly begin her studies towards the CFA Level 1 qualification.

Michael joined Greenbank in 2021, having started his career with BlueBay Asset Management in London in 2018. He has successfully passed the CISI Level 4 Investment Advice Diploma and is currently studying towards the CISI Level 7 Diploma in Wealth Management. Michael has a Bachelor of Science (Hons) in Economics and Finance from the University of Bristol, and a Masters in Finance from University College Dublin.

Michael is working towards the CISI Level 4 Investment Advice Diploma.

Nick began his investment career after university in 1981 with Tilney and 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.

Having graduated with honours in History from the University of Cambridge he was elected a member of the London Stock Exchange in 1986. Nick 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 an experienced US and global equities fund manager, and contributes to the Rathbone investment process being a member of the International Equities Committee. Additionally, he is a member of Rathbones IFA specialist group.

Nick lives in the Wirral, and when not keeping tabs on two teenagers tries to pursue his interests in sport, history, gardening and DIY.