Greenbank was created by people passionate about the use of finance as a force for good and this remains central to our purpose. Our team continues to grow, with people who share our vision.
Our investment managers and ethical research team are listed below. Alternatively, please call 0117 930 3000 to arrange to speak to one of our team or email us.
Stephanie Sotiriou
Investment manager
Stephanie Sotiriou
Investment manager
London
Stephanie Sotiriou joined Greenbank in October 2021 and is an 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).
Stephanie Sotiriou joined Greenbank in October 2021 and is an 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).
Perry Rudd
Ethical, sustainable and impact research adviser
Perry Rudd
Ethical, sustainable and impact research adviser
Bristol
Perry joined Rathbones in 1999 after a career in the IT industry. He acts as adviser to Greenbank’s ethical, sustainable and impact research team, which he headed until 2021. He was responsible for establishing the team’s proprietary research database and continues to be involved in its development. He also conducts thematic research into key responsible investment issues as well as monitoring corporate performance on environmental, social and governance matters. Perry was a founder member of Greenbank in 2004.
Perry joined Rathbones in 1999 after a career in the IT industry. He acts as adviser to Greenbank’s ethical, sustainable and impact research team, which he headed until 2021. He was responsible for establishing the team’s proprietary research database and continues to be involved in its development. He also conducts thematic research into key responsible investment issues as well as monitoring corporate performance on environmental, social and governance matters. Perry was a founder member of Greenbank in 2004.
Emma Williams
Senior ethical, sustainable and impact researcher
Emma Williams
Senior ethical, sustainable and impact researcher
Bristol
Emma joined Greenbank in September 2022 and is responsible for analysing investments against a range of environmental, social and governance criteria, as well as for conducting thematic research into key responsible investment issues. Emma has over 10 years’ experience working in business valuation, sustainability and social investment, predominantly within professional services firms PwC and Grant Thornton. Emma holds a BSc (Hons) in Natural Sciences (Physics with Philosophy) from Durham University and is also a chartered accountant (ACA).
Emma joined Greenbank in September 2022 and is responsible for analysing investments against a range of environmental, social and governance criteria, as well as for conducting thematic research into key responsible investment issues. Emma has over 10 years’ experience working in business valuation, sustainability and social investment, predominantly within professional services firms PwC and Grant Thornton. Emma holds a BSc (Hons) in Natural Sciences (Physics with Philosophy) from Durham University and is also a chartered accountant (ACA).
Charlie Young
Ethical, sustainable and impact researcher
Charlie Young
Ethical, sustainable and impact researcher
Bristol
Charlie joined Greenbank in January 2021 after graduating from the University of Warwick with a BASc (Bachelor of Arts and Sciences) in Economic Studies and Global Sustainable Development. He is responsible for assessing the social and environmental performance of companies.
Charlie joined Greenbank in January 2021 after graduating from the University of Warwick with a BASc (Bachelor of Arts and Sciences) in Economic Studies and Global Sustainable Development. He is responsible for assessing the social and environmental performance of companies.
Andrew Barratt
Operating officer
Andrew Barratt
Operating officer
Bristol
Andrew joined Greenbank in 2020, he is Greenbank’s operating officer and is responsible for the operational running of Greenbank and helping to design and deliver Greenbank’s strategic growth plan.
Andrew started his financial services career in 1997 with JPMorgan. Over the last 26 years he has worked in a variety of leadership roles focussing on strategy and transformation within high growth businesses. This has been across Investment Banking, Private Banking, Corporate Finance and Management Consultancy, most recently as head of change at Investec Private Bank.
Andrew holds a BSc in Geography from Derby University.
Andrew joined Greenbank in 2020, he is Greenbank’s operating officer and is responsible for the operational running of Greenbank and helping to design and deliver Greenbank’s strategic growth plan.
Andrew started his financial services career in 1997 with JPMorgan. Over the last 26 years he has worked in a variety of leadership roles focussing on strategy and transformation within high growth businesses. This has been across Investment Banking, Private Banking, Corporate Finance and Management Consultancy, most recently as head of change at Investec Private Bank.
Andrew holds a BSc in Geography from Derby University.
Tim Mitchell
Deputy business manager
Tim Mitchell
Deputy business manager
Bristol
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.
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.
Saleem Shivji
Senior Investment Analyst
Saleem Shivji
Senior Investment Analyst
Bristol
Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.
He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management and the CFA Charter.
Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020.
Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.
He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management and the CFA Charter.
Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020.
Cameron Rangel
Investment analyst
Cameron Rangel
Investment analyst
London
Cameron Rangel joined the Greenbank investment research team in 2022 and is an investment analyst, responsible for ethical and sustainable investment research, coverage, appraisal and generating new stock ideas to recommend to the Stock Selection Committee for UK and overseas equities.
He began his career at PwC where he spent 3 years in Financial Assurance and another 3 years in ESG Assurance. Cameron holds a BSc (Hons) in Accounting and Finance from Birmingham University, an MSc (Hons) in International Management from Exeter University and is a chartered accountant (ACA) with the Institute of Chartered Accountants in England and Wales.
Cameron Rangel joined the Greenbank investment research team in 2022 and is an investment analyst, responsible for ethical and sustainable investment research, coverage, appraisal and generating new stock ideas to recommend to the Stock Selection Committee for UK and overseas equities.
He began his career at PwC where he spent 3 years in Financial Assurance and another 3 years in ESG Assurance. Cameron holds a BSc (Hons) in Accounting and Finance from Birmingham University, an MSc (Hons) in International Management from Exeter University and is a chartered accountant (ACA) with the Institute of Chartered Accountants in England and Wales.
Abigail Parker
Senior client service executive
Abigail Parker
Senior client service executive
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.
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.