Esme joined Greenbank in October 2020 as a client service executive. She has worked in financial roles since 2017. Esme graduated from the University of the West of England in 2018 with a first class degree in Business Management with Accounting and Finance (Ba Hons).

Esme is a diploma level qualified member of the CII (DipPFS), having achieved the level 4 diploma in financial advice. She continues to study in this area with a special interest in ESG investments.

Lucy is an assistant investment manager and joined Greenbank in 2020. She graduated from Cardiff University with a first class degree in Mathematics, Operational Research and Statistics (BSc).

Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.

Dominic joined Greenbank in 2020 and is an Investment Manager, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He has a first-class Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley before heading to Close Brothers Asset Management.

Dominic is a Chartered Financial Analyst (CFA) Charterholder and a holder of the CISI Level 4 Investment Advice Diploma.

Christophe has 18 years’ experience in providing and managing investment solutions for charities, not-for-profit organisations, and pension funds. He joined Greenbank in 2021 from Epworth Investment Management, where he was head of investment management. He is a Chartered Financial Analyst (CFA) Charterholder, having graduated in Philosophy, Politics and Economics from Jesus College Oxford. He has a master’s degree in Japanese Studies from the University of Leeds. He has experience as a charity trustee and is currently a trustee director of a charity defined benefit pension scheme.

Stephanie Sotiriou joined Greenbank in October 2021 and is an assistant investment manager. She was previously the investment manager of ESG fund-of-fund portfolios at TAM Asset Management. Stephanie has a Bsc (Hons) in Economics from The London School of Economics. She is a CFA Charterholder and a holder of the CFA UK Level 4 Certificate in Investment Management (IMC).

Joel is an investment manager working with both charities and private clients. He joined the Greenbank team within Rathbones in August 2020 and was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. He also holds the CFA Certificate in ESG Investing. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.

Kai conducts analysis of investments against a range of environmental, social and governance criteria for both new ideas and companies in Greenbank’s investment universe, as well as for leading thematic research into key responsible investment issues. He is also an investment analyst, responsible for ethical and sustainable equity research. Kai joined the ethical, sustainable and impact research team in March 2019 after graduating from the University of Cambridge with a BA in Law and he is a CFA Charterholder.

Sophie joined Greenbank in January 2020 as a senior ethical, sustainable and impact researcher and has recently moved into a new role as Greenbank’s Stewardship and Engagement Lead. She is responsible for the delivery of key engagement projects, building relationships with external partner organisations, and shaping Greenbank’s engagement strategy, priorities and reporting. She started her career at Barclays Bank in 2013 and most recently spent three years at KKS Advisors, a strategy consultancy in London where she led a team specialising in sustainable and impact investment. She holds an MSc from Imperial College London in Environmental Technology and a BSc in Geographical Sciences from the University of Bristol.

Abigail joined Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts and structured product teams.

She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

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.