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.

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..

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.

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

Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.

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.

Colin joined Rathbones in 2016 with a focus on advising clients with complex financial planning needs. In 2019 he was appointed as client development director responsible for ensuring that our clients benefit from our wide range of professional services. In January 2022 he was appointed as head of business development for Greenbank with the responsibility of directing the organic growth of our ethical, sustainable and impact business and ensuring that we deliver optimal investment solutions to our clients wishing to avoid harm and make a positive impact with their wealth.

Before joining Rathbones in 2016, Colin was a director at Coutts and HSBC International, advising internationally mobile and non-domicile clients on country-specific tax solutions and excluded property trusts.  Furthermore, with RBS International he was a key figure responsible for supporting the group’s growth ambitions in establishing a Middle East wealth management office in Dubai and Abu Dhabi.

Colin is a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society and a Fellow of the Chartered Institute for Securities and Investment.

Joel is an investment manager and joined Greenbank in August 2020. He was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. 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.

Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.

He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management and the CFA Charter.

Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020. 

Betsy joined Greenbank in January 2021 and is an assistant investment manager. She started her career at Rathbones in September 2018, after graduating from The University of Manchester with a first class degree in Psychology. She spent her first year at Rathbones working with the anti-money laundering team. She then spent 15 months on the trainee rotation programme, gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments.

Betsy is an associate member of the Chartered Institute of Securities and Investments, having achieved the CISI Level 4 Investment Advice Diploma (Securities) in July 2020. She passed her Chartered Financial Analyst (CFA) Level 1 exam in July 2021.