Rathbone Greenbank Investments has appointed a new head of investments as part of the strengthening of its research and investment teams.
David Cox has joined the senior team as head of investments. He will head up the investment team, where he will be responsible for evolving the Greenbank investment proposition.
With nearly 20 years’ experience in the financial services industry, David joins from his latest role at Brunel Pension Partnership, where he was deputy chief investment officer. While there, he spearheaded the setup and management of public market investments and strategies worth c£30 billion. David has also led award-winning initiatives in sustainable and environmental investing across asset classes. David holds the chartered alternative investment analyst (CAIA) designation, specialising in alternative asset classes and portfolio and index construction.
Laura Hobbs joins Greenbank as an investment director, responsible for managing charity portfolios and helping charities to align their investments with their ethical values and sustainability ambitions.
She has over 10 years’ experience working with not-for-profit clients, having previously worked as responsible investment manager for Brunel Pension Partnership, where she also led on the sustainability and climate integration strategy.
Laura is a chartered financial analyst (CFA) charterholder, and alongside her professional employment, she sits on the investment committee of the World Wide Fund for Nature (WWF) as an independent investment adviser, providing guidance on the charity’s endowment and pension fund investments.
Emma Williams joins the team as a senior ethical, sustainable and impact (ESI) researcher. In addition to conducting research into companies’ ESG and ethical performance and practices, she will play a key role in supporting the roll-out of Greenbank’s 2023 company engagement projects.
This includes projects on companies’ net zero objectives and human rights due diligence. Before joining Greenbank, Emma was an associate director at Grant Thornton UK LLP and has previously held positions within social investment at Bristol & Bath Regional Capital CIC and corporate sustainability at PwC.
All three hires will be based in Greenbank’s Bristol office, helping to strengthen its scope and influence across the UK.
John David, head of Rathbone Greenbank Investments, said: “Greenbank continues to grow in scale and capability. David brings a wealth of experience and, as our new Head of Investments, will help us evolve our investment proposition to meet the needs of the growing number of private, charity, and family office clients wanting to see their portfolios invested sustainably, together championing the transition to a healthier planet and more equitable society. He, along with Emma and Laura, are valuable new members of the team, and I look forward to them being a part of the next chapter of our business as we further strengthen our client offering.”
David Cox, head of investments at Greenbank, said: “ESI is at the heart of everything Greenbank does, from its people and its research to its investment and stewardship propositions. There are not many companies where this is so firmly embedded in the culture and values, which sets Greenbank apart from others.
“Investors can be a force for changing the world, and Greenbank has made real strides in supporting clients to this end. The team has also had a considerable impact with its engagement projects to instil fundamental change from deep within businesses and investment companies. I look forward to working with the team to help Greenbank drive its investment proposition forward.”