Ellis is a trainee investment manager at 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 the CISI Level 4 Investment Advice Diploma in October 2022.

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

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.

Rosie joined Greenbank 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 and 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.

Joe is an investment manager at 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 and Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification.

He joined 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.

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.

Kate is head of 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.

Perry joined Rathbones in 1999 after a career in the IT industry. He acts as adviser to 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 Greenbank in 2004.

Matt is responsible for Rathbones’ stewardship activities – managing a team delivering proxy voting and engagement on ESG issues. He’s spent his 20-year career exclusively in responsible investment, with specialisms in Climate Change and Human Rights in Supply chains. 

He is a graduate of the University of Bristol where he studied law, with a particular interest in the administration of environmental law. A holder of the CFA Certificate in ESG investing, he also has post-graduate qualifications in Sustainable Development theory and practice. He is a trustee of the Quartet Community Foundation, having previously been on the board of LoveBristol, and urban regeneration charity, and the Ecumenical Council for Corporate Responsibility.