Max joined Rathbones as an Administrative Assistant in 2024 and started at Rathbones Greenbank as a Client Service Executive in 2025. He graduated from the University of Birmingham in 2021 with BA (Hons) in Policy, Politics and Economics. He is currently working towards the CISI level 4 Investment Advice Diploma.

Max started his career working in Australia as an Investor Services Associate for Automic Group, a share registry platform, before joining Rathbones.

Laura MacRae joined the Greenbank team in 2023 as a Trainee Investment Manager, bringing early career experience from the banking sector, having previously worked at Handelsbanken in Exeter. She has since progressed to the role of Associate Investment Manager.

Laura holds a BSc (Hons) in Economics and Geography from the University of Birmingham, where she graduated in 2021. She has completed the CISI Investment Advice Diploma and is due to start studying towards the CISI Chartered Wealth Manager qualification as part of her ongoing professional development.

Liz joined Greenbank in 2022 and is an investment manager, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations, working with high net worth individuals and charities, who wish to reflect their values within their investment portfolios.

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 CISI masters in Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment. She also holds the CFA Certificate in ESG Investing.

In her spare time Liz has a keen interest in the outdoors, particularly rock climbing, and is a member of the Pinnacle Club, along with the Climbers Club, and Oxford Mountaineering Club.

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.

Christophe has over 20 years’ experience in providing and managing investment solutions for charities, not-for-profit organisations, and pension funds.

Christophe joined Greenbank in 2021 from Epworth Investment Management, where he was Head of Investment Management.

Christophe is a charity trustee and a trustee director of a charity's defined benefit pension scheme.

Christophe is a Chartered Financial Analyst (CFA) Charterholder, having graduated in Philosophy, Politics and Economics from Jesus College Oxford. He has a master’s degree in Japanese Studies from the University of Leeds, and holds the CFA Certificate in ESG Investing..

Lucy is an investment manager at Greenbank, having joined in October 2020. She graduated from Cardiff University in 2018 with a first class degree in Mathematics, Operational Research and Statistics (BSc).

Lucy specialises in ethical and sustainable portfolios for private clients, trusts and companies. Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities, and Financial Planning and Advice.

Dominic joined Greenbank in 2020 and is an investment manager, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He has a first-class Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley before heading to Close Brothers Asset Management.

Dominic is a Chartered Financial Analyst (CFA) Charterholder and a holder of the CISI Level 4 Investment Advice Diploma.

Joel is an investment manager working with both charities and private clients. He joined the Greenbank team within Rathbones in August 2020 and was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. He also holds the CFA Certificate in ESG Investing. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.

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.