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 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. 

Abigail Parker

Client service executive
Abigail Parker
Client service executive

Abigail joined Rathbone Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts & structured product teams.

She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

Andrew Barratt

Operating officer
Andrew Barratt headshot
Andrew Barratt
Operating officer

Andrew joined Greenbank in 2020, he is Rathbone Greenbank’s operating officer and is responsible for the operational running of Greenbank and helping to design and deliver Greenbank’s strategic growth plan.

Andrew started his financial services career in 1997 with JPMorgan. Over the last 26 years he has worked in a variety of leadership roles focussing on strategy and transformation within high growth businesses. This has been across Investment Banking, Private Banking, Corporate Finance and Management Consultancy, most recently as head of change at Investec Private Bank.

Andrew holds a BSc in Geography from Derby University.

Anique Greyling

Investment manager
Anique Greyling head shot - Rathbone Investment Management
Anique Greyling
Investment manager

Anique joined Greenbank in 2016 having started her career with Stonehage Fleming in London in 2014. Anique has a Bachelor of Business Science (Hons) in Finance and Accounting, and a Postgraduate Diploma in Accounting from the University of Cape Town, and a Masters in Finance and Management from the University of St Andrews. Anique is a Chartered Financial Analyst (CFA) Charterholder and is a chartered member of the Chartered Institute for Securities and Investment. She has been awarded the CFA UK Level 4 Certificate in ESG Investing.

Betsy Ashburner

Assistant investment manager
Betsy Ashburner
Assistant investment manager

Betsy joined Rathbone 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.

Catherine Murphy

Charity adviser
Catherine Murphy head shot - Rathbone Greenbank Investments
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.

Christophe Borysiewicz

Investment director
Christophe Borysiewicz
Investment director

Christophe has 18 years’ experience in providing and managing investment solutions for charities, not-for-profit organisations, and pension funds. He joined Rathbone Greenbank in 2021 from Epworth Investment Management, where he was head of investment management. He 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. He has experience as a charity trustee and is currently a trustee director of a charity defined benefit pension scheme.

 

Christopher Bullock

Investment director
Christ Bullock head shot - Rathbone Greenbank Investments
Christopher Bullock
Investment director

Christopher 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.

Colin Monton

Head of business development
Colin Monton
Head of business development

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 Rathbone 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.

Corinne Bathgate

Investment director
Corrie Bathgate head shot - Rathbone Greenbank Investments
Corinne Bathgate
Investment director

Corinne Bathgate is an investment director at Rathbone Greenbank specialising 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. She has also been awarded the CFA UK Level 4 Certificate in ESG Investing.

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

Craig Leslie

Investment director
Craig Leslie
Craig Leslie
Investment director

Craig Leslie is an investment director at Rathbone Greenbank specialising in the management of ethical portfolios for private clients, trusts and charities across Scotland.

Craig joined Rathbones in August 2021 having previously been employed as a senior investment manager at Brown Shipley Private Bank in Edinburgh, where he was responsible for looking after a wide variety of clients, including a number of large Scottish charities, providing bespoke investments portfolios aligned to specific client requirements. Prior to this Craig spent 10 years at the boutique wealth management firm, Murray Asset Management.

Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments and a Chartered Wealth Manager, holding the Chartered Wealth Manager Qualification. In addition to this he was the first person in Scotland to successfully complete the CFA UK Certificate in ESG Investing.

David Nicholsby

Investment manager
David Nicholsby
Investment manager

David joined Rathbone Greenbank in January 2020, he is an investment manager specialising in managing ethical portfolios on behalf of private clients, trust and charities. David previously worked as an analyst in Henley-on-Thames before making the move to Bristol to join the Rathbone Greenbank team. David read Economics at the University of Manchester and is a CFA charterholder.

Dominic Burchall

Trainee investment manager
Dominic Burchall
Trainee investment manager

Dominic joined Greenbank in 2020. He has a Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley in London before heading to Close Brothers Asset Management.

Dominic has been awarded the CISI Level 4 Investment Advice Diploma and he is working towards the Chartered Financial Analyst (CFA) having passed the level 2 exam in May 2021.

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 ethical 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.

Ellis Burden

Trainee investment manager
Ellis Burden
Trainee investment manager

Ellis is a trainee investment manager at Rathbone Greenbank. She is a graduate with a Bachelor of Arts in Accounting and Finance from the University of the West of England. Ellis was awarded the CISI Investment Operations Certificate in November 2018 and is now working towards the CISI Investment Advice Diploma.

Ellis joined Rathbones in March 2016 and previously worked for JP Morgan.

Esme Amos

Client service executive
Esme Amos
Client service executive

Esme joined Rathbone 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
Iain Craig
Investment manager

Iain joined Rathbone Greenbank in 2017. 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 in a business development role. Iain is a Chartered Member 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.

Jane Wilcock

Investment director
Jane Wilcock head shot- Rathbone Greenbank Investments
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.

Joe Crehan

Investment manager
Joe Crehan
Joe Crehan
Investment manager

Joe is an investment manager at Rathbone Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered member of the Chartered Institute for Securities & Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification.

He joined Rathbone Greenbank in 2014 having previously worked for educational charity Teach First as a secondary school Physics teacher.  He is a Physics and Philosophy graduate with a BSc and MA from Bristol University.

Joel Swift

Assistant investment manager
Joel Swift
Assistant investment manager

Joel joined Rathbone Greenbank in August 2020 and is an assistant investment manager. 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.

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' responsible investment, stewardship, and responsible business 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.

 

Jonathan Moon

Investment director
Jonathan Moon
Jonathan Moon
Investment director

Jonathan is an investment director at Rathbone 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.

Kai Johns

Ethical, sustainable and impact researcher
Kai Johns
Ethical, sustainable and impact researcher

Kai joined the ethical research team in March 2019 after graduating from the University of Cambridge with a BA in Law. He is responsible for assessing the social and environmental performance of companies.

 

Kate Elliot

Head of ethical, sustainable and impact research
Kate Elliot head shot - Rathbone Greenbank Investments
Kate Elliot
Head of ethical, sustainable and impact research

Kate is head of Rathbone 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

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.

Liz Davies

Investment Manager
Liz Davies
Investment Manager

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 Lepore

Trainee investment manager
Lucy Lepore
Lucy Lepore
Trainee investment manager

Lucy joined Rathbone 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 Richardson

Trainee investment manager
Michael Richardson headshot
Michael Richardson
Trainee investment manager

Michael joined Greenbank in 2021, having started his career with BlueBay Asset Management in London in 2018. 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 Roe-Ely

Investment director
Nick Roe-Ely head shot - Rathbone Greenbank Investments
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 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.

Nicola Day

Deputy head of Rathbone Greenbank Investments
Nicola Day head shot - Rathbone Greenbank Investments
Nicola Day
Deputy head of Rathbone Greenbank Investments

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

Ethical, sustainable and impact research adviser
Perry Rudd Head shot - Rathbone Greenbank Investments
Perry Rudd
Ethical, sustainable and impact research adviser

Perry joined Rathbones in 1999 after a career in the IT industry. He acts as adviser to Rathbone Greenbank’s ethical, sustainable and impact research team, which he headed until 2021. He was responsible for establishing the team’s proprietary research database and continues to be involved in its development. He also conducts thematic research into key responsible investment issues as well as monitoring corporate performance on environmental, social and governance matters. Perry was a founder member of Rathbone Greenbank in 2004.

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