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. 

Lucy Lepore

Assistant investment manager
Lucy Lepore
Lucy Lepore
Assistant 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.

Rosie Sparrowhawk

Investment manager
Rosie Sparrowhawk head shot - Rathbone Investment Management
Rosie Sparrowhawk
Investment manager

Rosie joined Rathbone Greenbank Investments in June 2015.  She has a BSc (Hons) in Mathematics from the University of Manchester. Rosie is a chartered fellow of the Chartered Institute for Securities & Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification. She has also been awarded the CFA UK Level 4 Certificate in ESG Investing.

Saleem Shivji

Collectives analyst
Saleem Shivji
Collectives analyst

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

He graduated in Economics & 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.

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 Rathbone Greenbank in 2020. 

Sophie Lawrence

Stewardship and engagement lead
Sophie Lawrence
Stewardship and engagement lead

Sophie joined Rathbone Greenbank in January 2020 as a senior ethical, sustainable and impact researcher and has recently moved into a new role as Greenbank’s Stewardship and Engagement Lead. She is responsible for the delivery of key engagement projects, building relationships with external partner organisations, and shaping Greenbank’s engagement strategy, priorities and reporting. She started her career at Barclays Bank in 2013 and most recently spent three years at KKS Advisors, a strategy consultancy in London where she led a team specialising in sustainable and impact investment. She holds an MSc from Imperial College London in Environmental Technology and a BSc in Geographical Sciences from the University of Bristol.

Stephanie Sotiriou

Assistant investment manager
Stephanie Sotiriou
Assistant investment manager

Stephanie Sotiriou joined Rathbone Greenbank in October 2021 and is an assistant investment manager. She was previously the investment manager of ESG fund-of-fund portfolios at TAM Asset Management. Stephanie has a Bsc (Hons) in Economics from The London School of Economics. She is a CFA Charterholder and a holder of the CFA UK Level 4 Certificate in Investment Management (IMC).

Tim Mitchell

Deputy business manager
Tim Mitchell
Deputy business manager

Tim is deputy business manager at Rathbone Greenbank, managing a portfolio of change initiatives across Greenbank.

Tim started his career in product management with JP Morgan Chase and subsequently with KPMG’s capital markets advisory practice, where he supported clients with strategic change initiatives.   

Tim holds the Investment Management Certificate from the Chartered Institute for Securities & Investment and a BSc in Business Management from the University of Southampton.

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.  

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