Greenbank was created by people passionate about the use of finance as a force for good and this remains central to our purpose. Our team continues to grow, with people who share our vision.
Our investment managers and ethical research team are listed below. Alternatively, please call 0117 930 3000 to arrange to speak to one of our team or email us.
Kitty Howard
Client service executive
Kitty Howard
Client service executive
Bristol
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.
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.
Esme Amos
Client service executive
Esme Amos
Client service executive
Bristol
Esme joined Greenbank in October 2020 as a client service executive. She has worked in financial roles since 2017, first with Airbus and then with a wealth manager. Esme graduated from the University of the West of England in 2018 with a first class degree in Business Management with Accounting and Finance (Ba Hons).
Esme is a diploma level qualified member of the CII (DipPFS), having achieved the level 4 diploma in financial advice. She continues to study in this area with a special interest in ESG investments.
Esme joined Greenbank in October 2020 as a client service executive. She has worked in financial roles since 2017, first with Airbus and then with a wealth manager. Esme graduated from the University of the West of England in 2018 with a first class degree in Business Management with Accounting and Finance (Ba Hons).
Esme is a diploma level qualified member of the CII (DipPFS), having achieved the level 4 diploma in financial advice. She continues to study in this area with a special interest in ESG investments.
Iain Craig
Investment manager
Iain Craig
Investment manager
Liverpool
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.
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.
Kai Johns
Senior Ethical, Sustainable and Impact Researcher
Kai Johns
Senior Ethical, Sustainable and Impact Researcher
Bristol
Kai conducts analysis of investments against a range of environmental, social and governance criteria for both new ideas and companies in Greenbank’s investment universe. Kai’s focus is on climate impact and risk assessment across the investment portfolios Greenbank manages and his areas of interest include climate solutions, net zero and smart cities. Kai joined the ethical, sustainable and impact research team in March 2019 after graduating from the University of Cambridge with a BA in Law and he is a CFA Charterholder.
Kai conducts analysis of investments against a range of environmental, social and governance criteria for both new ideas and companies in Greenbank’s investment universe. Kai’s focus is on climate impact and risk assessment across the investment portfolios Greenbank manages and his areas of interest include climate solutions, net zero and smart cities. Kai joined the ethical, sustainable and impact research team in March 2019 after graduating from the University of Cambridge with a BA in Law and he is a CFA Charterholder.
Will Findlay-Wilson
Investment Analyst
Will Findlay-Wilson
Investment Analyst
London
Will joined Greenbank’s investment research team in 2023, covering a variety of companies and funds within the Greenbank investment universe. Will began his career at Hargreaves Lansdown in 2018, before moving to the Brunel Pension Partnership, where he was a portfolio analyst and then a deputy portfolio manager. Will read English Literature at Newcastle University, graduating in 2016. He is a CFA charter holder.
Will joined Greenbank’s investment research team in 2023, covering a variety of companies and funds within the Greenbank investment universe. Will began his career at Hargreaves Lansdown in 2018, before moving to the Brunel Pension Partnership, where he was a portfolio analyst and then a deputy portfolio manager. Will read English Literature at Newcastle University, graduating in 2016. He is a CFA charter holder.