Our people

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 0117 930 3000 to arrange to speak to one of our team or email us. 

Catherine Murphy

Charity adviser
Catherine Murphy
Charity adviser

Catherine Murphy advises Greenbank on charity funds. She previously worked at Henderson Global Investors from 1986 to 2001, as the fund manager responsible for institutional SRI portfolios and then as a director of Henderson’s Socially Responsible Investment Team. Her clients included the Joseph Rowntree Charitable Trust as well as County Council Environmental Funds.

Christopher Bullock

Investment director
Christopher Bullock
Investment director

Christopher Bullock is an investment director at Rathbone Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and was the recipient of the Overall Chartered Institute of Securities and Investment Masters in Wealth Management Award for 2010.

Christopher has been with Rathbones since 2008 and was previously at Hargreaves Lansdown and is a graduate of Bristol University (2000). 

Corinne Bathgate

Investment manager
Corinne Bathgate
Investment manager

Corinne Bathgate is an investment manager at Rathbone Greenbank, working with Nicola Day in the management of ethical portfolios for private clients, trusts and charities.  She is a graduate with a Bachelor of Science in Economics from the University of Bristol.  Corinne currently holds the Masters in Wealth Management and is a Chartered Member of the Chartered Institute for Securities and Investment.

Corinne joined Rathbones in April 2007 and previously worked as an economic analyst.

Elizabeth Haigh

Investment director
Elizabeth Haigh
Investment director

Elizabeth Haigh is an Investment director and Chartered Fellow of the Chartered Institute of Securities and Investment. She is responsible for the management of private client and trustee ethical investment portfolios, with special interest in the development of social enterprise investment. Elizabeth began her career at Laing & Cruickshank Investment Management in 1987 after graduating from the University of Bristol. She moved to Albert E Sharp Investment Management where she launched the UK’s first tailor made investment service for private clients, trustees and charities in 1992. In 1995 she commissioned influential research into UK companies’ family friendly employment policies.

Elizabeth moved to Rathbones in 1997 where she and her team, established an ethical investment service going on to found Rathbone Greenbank Investments (specialist ethical investment unit of Rathbones) in 2004. Elizabeth served as head of Rathbone Greenbank Investments from 2004 to 2009 and has been involved in shareholder engagement throughout her career in socially responsible investment.

Jaclyn King-Gibson

Investment manager
Jaclyn King-Gibson
Investment manager

Jaclyn King-Gibson started her investment career at Rathbones in 2004, and also became a member of the ethical and socially responsible investment team Rathbone Greenbank Investments in 2009. Based in the Liverpool office, Jaclyn has a particular interest in researching investment opportunities within the small capitalisation companies segment and fund selection for private client, charity, trust and pension portfolios. She has been awarded the Private Client Investment Advice Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Jane Wilcock

Investment director
Jane Wilcock
Investment director

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 & 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 & 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.

John David

Head of Rathbone Greenbank Investments
John David
Head of Rathbone Greenbank Investments

John David is head of Rathbone Greenbank Investments and is an investment director. In addition to managing bespoke private client and charity portfolios, John also sits on Rathbones’ Social and Environmental and Corporate Governance Committees.

John is a graduate of Exeter University and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He began his financial career in 1997 with UBS Warburg in London before moving to Bristol to join Greig Middleton. He joined Rathbones in 2001 and was a founder member of Rathbone Greenbank.

Kate Elliot

Ethical researcher
Kate Elliot
Ethical researcher

Kate Elliot is an ethical researcher, responsible for assessing the social and environmental performance of companies in addition to monitoring daily news flow and emerging ethical themes. She joined Rathbones in 2007 after graduating from the University of Bristol with a Masters in philosophy and mathematics. Kate has recently completed a postgraduate qualification in Environmental Management, covering aspects of law, economics and corporate practices linked to social and environmental risks and opportunities.

Kate Shepherd

Assistant investment manager
Kate Shepherd
Assistant investment manager

Kate Shepherd joined Rathbone 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 & Investment.

Matt Crossman

Ethical research and corporate engagement
Matt Crossman
Ethical research and corporate engagement

Matt Crossman is an ethical researcher, responsible for monitoring news flow on companies, updating company profiles and analysing ethical issues. He also leads Greenbank’s engagement activity and is the secretary to the Rathbones Group corporate governance committee. He is a graduate of the University of Bristol where he studied law, with a particular interest in the administration of environmental law, and also has post-graduate qualifications in Sustainable Development theory and practice. He is a trustee of LoveBristol, and urban regeneration charity, and served on the board of the Ecumenical Council for Corporate Responsibility between 2007 and 2012.

Nick Roe-Ely

Investment director
Nick Roe-Ely
Investment director

Nick began his investment career after university in 1981 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.

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 member 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.

Nicola Day

Investment director
Nicola Day
Investment director

Nicola Day is an investment director with over twenty years experience in managing bespoke portfolios for private clients, charities and pensions. Nicola has a BSc (Hons) in economics and an MSc in corporate governance and ethics. She is also a Chartered Fellow of the Chartered Institute for Securities & Investment.

Nicola joined Rathbone Greenbank in August 2006 from Gerrard Investment Management Limited where she was head of the ethical division for six years. Prior to this she spent twelve years as an investment manager at HSBC Investment Management, formerly James Capel.

Perry Rudd

Head of ethical research
Perry Rudd
Head of ethical research

Perry Rudd is head of Rathbone Greenbank’s ethical research team having joined Rathbones in 1999 after a career in the IT industry. He is responsible for managing the team’s proprietary research database and for producing its bi-annual reviews. He also conducts thematic research into key responsible investment issues as well as analysing corporate performance on environmental, social and governance matters. Perry was a founder member of both Rathbone Greenbank and Rathbones’ Social and Environmental Committee.

Victoria Hoskins

Investment director
Victoria Hoskins
Investment director

Victoria is an Investment Director with over 15 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, principally for the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee. 

Victoria joined Rathbone Greenbank in 2015 from Barclays where she was Senior Director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations.  From 2007- 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of 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.