Catherine Murphy

Investment Analyst

Catherine Murphy

Investment Analyst

Bristol

Catherine Murphy is an equity analyst at Greenbank and advises on charity funds. She holds a BSc in Biological Sciences from the University of Exeter and the CFA Certificate in ESG Investing. Catherine has over 20 years of experience in ethical and sustainable investment including as an investment manager at Henderson Global Investors (where she was a director of Henderson’s Socially Responsible Investment Team). Catherine joined Greenbank in 2004 and specialises in institutional mandates as well as identifying and applying sustainable investment principles to larger portfolios.

Catherine Murphy is an equity analyst at Greenbank and advises on charity funds. She holds a BSc in Biological Sciences from the University of Exeter and the CFA Certificate in ESG Investing. Catherine has over 20 years of experience in ethical and sustainable investment including as an investment manager at Henderson Global Investors (where she was a director of Henderson’s Socially Responsible Investment Team). Catherine joined Greenbank in 2004 and specialises in institutional mandates as well as identifying and applying sustainable investment principles to larger portfolios.

Victoria Hoskins

Greenbank Head of Charities

Victoria Hoskins

Greenbank Head of Charities

London

Victoria is an investment director with over 20 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. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team.  From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in 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.

Victoria is an investment director with over 20 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. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team.  From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in 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.

Jane Wilcock

Investment director

Jane Wilcock

Investment director

London

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 and 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 and 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.

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 and 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 and 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.

Nicola Day

Deputy Head of Greenbank

Nicola Day

Deputy Head of Greenbank

Bristol

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 and Investment.

Nicola joined 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.

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 and Investment.

Nicola joined 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.

Nick Roe-Ely

Investment director

Nick Roe-Ely

Investment director

Liverpool

Having graduated with an MA in History from the University of Cambridge in 1981, Nick began his investment career 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. He was elected a member of the London Stock Exchange in 1986 and 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 a highly experienced US and global equities fund manager. A past Citywire Cover Star and a two time winner at the Lipper Citywire All Star Awards he has considerable experience working with national media and the trade press, both in the UK and USA. He contributes to the Rathbone investment process being a member of the International Equities Committee and is a member of Rathbones Adviser Specialist Group.

Having graduated with an MA in History from the University of Cambridge in 1981, Nick began his investment career 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. He was elected a member of the London Stock Exchange in 1986 and 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 a highly experienced US and global equities fund manager. A past Citywire Cover Star and a two time winner at the Lipper Citywire All Star Awards he has considerable experience working with national media and the trade press, both in the UK and USA. He contributes to the Rathbone investment process being a member of the International Equities Committee and is a member of Rathbones Adviser Specialist Group.

Elizabeth Haigh

Investment director

Elizabeth Haigh

Investment director

Bristol

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 and 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 Greenbank Investments (specialist ethical investment unit of Rathbones) in 2004. Elizabeth served as head of Greenbank Investments from 2004 to 2009 and has been involved in shareholder engagement throughout her career in socially responsible investment.

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 and 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 Greenbank Investments (specialist ethical investment unit of Rathbones) in 2004. Elizabeth served as head of Greenbank Investments from 2004 to 2009 and has been involved in shareholder engagement throughout her career in socially responsible investment.

Corinne Bathgate

Investment director

Corinne Bathgate

Investment director

Bristol

Corinne Bathgate is an investment director at 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.

Corinne Bathgate is an investment director at 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.

Christopher Bullock

Investment director

Christopher Bullock

Investment director

Bristol

Christopher is an investment director at 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 and 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.

Christopher is an investment director at 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 and 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.

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