Our People

Colin joined Rathbones in 2016 with a focus on advising clients with complex financial planning needs. In 2019 he was appointed as client development director responsible for ensuring that our clients benefit from our wide range of professional services. In January 2022 he was appointed as head of business development for Greenbank with the responsibility of directing the organic growth of our ethical, sustainable and impact business and ensuring that we deliver optimal investment solutions to our clients wishing to avoid harm and make a positive impact with their wealth.

Before joining Rathbones in 2016, Colin was a director at Coutts and HSBC International, advising internationally mobile and non-domicile clients on country-specific tax solutions and excluded property trusts.  Furthermore, with RBS International he was a key figure responsible for supporting the group’s growth ambitions in establishing a Middle East wealth management office in Dubai and Abu Dhabi.

Colin is a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society and a Fellow of the Chartered Institute for Securities and Investment.

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.

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). 

Dominic joined Greenbank in 2020 and is an assistant 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.
 

Joel joined Greenbank in August 2020 and is an assistant investment manager. He was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. 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.

Liz joined Greenbank in 2022 and is an investment manager. She previously worked at Cazenove Capital for 10 years where she started her career in wealth management.

Liz has a Bachelor of Science (Hons) in Biology from the University of Bristol. She also spent time studying law where she obtained the Post Graduate Diploma in Law, and went onto study the Legal Practice Course, for which she achieved a Distinction.

Liz holds the Chartered Wealth Manager qualification, and is a Fellow of the Chartered Institute for Securities and Investment.

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

Lucy is an associate member of the Chartered Institute of Securities and Investments having achieved the CISI Level 4 Investment Advice Diploma (Securities) in April 2021. She is currently a CFA Level III candidate, having passed Levels I and II.

Michael joined Greenbank in 2021, having started his career with BlueBay Asset Management in London in 2018. He has successfully passed the CISI Level 4 Investment Advice Diploma and is currently studying towards the CISI Level 7 Diploma in Wealth Management. Michael has a Bachelor of Science (Hons) in Economics and Finance from the University of Bristol, and a Masters in Finance from University College Dublin.

Michael is working towards the CISI Level 4 Investment Advice Diploma.

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.