Investment director - Rathbone Greenbank Investments
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.