Bogdan joined Greenbank in January 2023 and is a portfolio manager. He holds a BSc in Management with Banking and Finance from Bangor University and an MSc in Insurance and Risk Management from Bayes Business School. 

Bogdan started his career on a Business Leaders Graduate Programme at AXA Wealth and went on to become an Investment Analyst at Saunderson House before joining Greenbank. He is a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC). 

Will joined Greenbank’s investment research team in 2023, covering a variety of companies and funds within the Greenbank investment universe. Will began his career at Hargreaves Lansdown in 2018, before moving to the Brunel Pension Partnership, where he was a portfolio analyst and then a deputy portfolio manager. Will read English Literature at Newcastle University, graduating in 2016. He is a CFA charter holder.

David joined Greenbank in 2023 and has over 20 years’ of experience working in the financial services industry. David previously worked at Brunel Pension Partnership, where he was Deputy CIO and spearheaded the setup and management of public market investments and strategies worth c.£30 billion. He has led award-winning initiatives in sustainable and environmental investing across asset classes and holds the Chartered Alternative Investment Analyst (CAIA) designation, specialising in alternative asset classes and portfolio and index construction.

Rory joined the Greenbank team as a Trainee Investment Manager in 2023 having worked in a number of financial services roles in the six years prior. He studied Business Management at Cardiff University, receiving a Bachelor of Science (Hons) in 2017. Rory is currently studying towards his CISI Level 4 Investment Advice Diploma.

David joined Greenbank in January 2020, he is an investment director 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 Greenbank team. David read Economics at the University of Manchester and is a CFA charterholder.

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.

Craig Leslie is an investment director at 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.

Tim is deputy business manager at 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 and Investment and a BSc in Business Management from the University of Southampton.

Kitty joined Greenbank in June 2020. She has a Bsc (Hons) in Geography from the University of Gloucestershire and began her career at The New Zealand Red Cross. Kitty has completed part one of the CISI level 3 Investment Operations Certificate and is working towards completing the remaining two exams.

Emma joined Greenbank in September 2022 and is responsible for analysing investments against a range of environmental, social and governance criteria, as well as for conducting thematic research into key responsible investment issues. Emma has over 10 years’ experience working in business valuation, sustainability and social investment, predominantly within professional services firms PwC and Grant Thornton. Emma holds a BSc (Hons) in Natural Sciences (Physics with Philosophy) from Durham University and is also a chartered accountant (ACA).