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 is an Investment Director at Greenbank Investments. He joined the team in January 2020 and now manages investment portfolios on behalf of private clients who have a particular focus in ethical and sustainable investment. Prior to joining Rathbones he had 10 years experience working in financial planning as well as an investment analyst, specialising in global equities and investment trusts. David is passionate about investment markets and has experiences across the financial services sector.

David read Economics at the University of Manchester, graduating in 2010. Since then he has also obtained the Diploma for Financial Advisers (DipFA), the CFA UK's Investment Management Certificate (IMC) and Environmental, Social and Governance (ESG) Certificate and also holds the Chartered Financial Analyst (CFA) designation.

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.

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Jonathan holds the Investment Management Certificate, the Private Client Investment Advice and Management Diploma and the CISI Masters in Wealth Management. He is also a CFA Charterholder and holds the CFA Certificate in ESG Investing as well as the STEP Certificate for Financial Services.

A Chartered Fellow of the Institute for Securities and Investments, Jonathan has a B.A. in Management Studies with Spanish from the University of Nottingham. He joined Rathbones in March 2022 and provides values-based investment solutions for private clients, trusts and charities, with an emphasis on ethical and socially responsible portfolios.