People Moves
Who’s Moving Where In Wealth Management? – Rathbone Greenbank Investments
The latest moves and appointments in wealth management for the UK, rest of Europe, Middle East and select international locations.
Rathbone Greenbank Investments
Rathbone
Greenbank Investments has appointed Sophie Lawrence to the
newly-created role of Greenbank stewardship and engagement
lead.
The position consolidates Greenbank’s commitment to engagement
and stewardship and highlights the importance these activities
play in the delivery of positive impacts for the environment and
society more widely, the firm said in a statement.
Lawrence, who was previously senior ethical, sustainable and
impact researcher at Greenbank, will now take on the
responsibility of delivering key engagement projects, maintaining
and building relationships with external partner organisations,
and shaping Greenbank’s overall engagement strategy, priorities
and reporting.
She will continue to report to Kate Elliot, head of ethical,
sustainable and impact (ESI) research at Rathbone Greenbank
Investments, and work with the group’s stewardship team, led by
stewardship director, Matt Crossman.
“The team at Greenbank continues to grow with recent hires
including Marian Woodward as impact manager, and the appointments
of Katherine Farr and Charlie Young as assistant ESI
researchers,” Elliot said.
Greenbank is also recruiting for a senior ESI researcher and a
climate strategy advisor within its ESI research team, in
addition to several investment roles as part of its future
expansion, the firm added.
Rathbone Greenbank Investments specialises in creating ethical,
sustainable and impact portfolios on behalf of its individual,
charity and professional advisor clients. Greenbank manages over
£2.1 billion ($2.59 billion) of funds as of 5 April 2022, forming
part of Rathbone Investment Management Limited. Based in London,
Rathbones Group Plc is meanwhile one of the UK’s leading
providers of investment management services for individuals,
charities and professional advisors, managing £64.7 billion
($79.68 billion) of assets as of 5 April 2022.