Last Updated: July 22, 2025

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.

Last Updated: July 22, 2025

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.

Last Updated: August 4, 2025

I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.

Last Updated: July 22, 2025

Bogdan Pop joined Greenbank in January 2023 and is a Portfolio Manager. He holds a BSc in Management with Banking and Finance from Bangor University and an MSc in Insurance and Risk Management from Bayes Business School.  Bogdan started his career on a Business Leaders Graduate Programme at AXA Wealth and went on to become an Investment Analyst at Saunderson House before joining Greenbank. He is a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC).

Last Updated: July 22, 2025

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care. 

Last Updated: August 6, 2025

I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Last Updated: July 22, 2025

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: August 6, 2025

Rosie is an investment director at Greenbank, specialising in managing ethical and sustainable portfolios on behalf of private clients, trusts and charities. Rosie joined the Greenbank team in 2015.

Last Updated: July 22, 2025

Hannah began her career at Rathbones in 2014, carrying out various roles in Operations before moving to Investment Risk where she worked for 4 years monitoring Investment Managers and conducting project work implementing industry regulation. Hannah moved to her role as Assistant Investment Manager in March 2020.Hannah holds an honours degree in Anatomy and Human Biology from the University of Liverpool. She has completed the Investment Advice Diploma and holds the CISI Chartered Wealth Manager qualification.

Last Updated: September 1, 2025

Jamie joined Rathbones in 2025 as part of the merger with Investec Wealth & Investment (UK) as a Financial Planning Director. Jamie provides bespoke financial advice to support clients through every stage of their financial journey – from the accumulation and management of wealth, to utilising savings in retirement, and wealth preservation for future generations.

Last Updated: August 6, 2025

My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals by working with them to create and implement a suitable investment strategy for their invest-able assets, which suits their current and future requirements and financial objectives. I help a variety of client types at different life stages including wealth accumulation, wealth preservation, retirement planning and inheritance planning.