About
Liz Davies
Liz joined Greenbank in 2022 and is an investment manager, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations, working with high net worth individuals and charities, who wish to reflect their values within their investment portfolios.
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 CISI masters in Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment. She also holds the CFA Certificate in ESG Investing.
In her spare time Liz has a keen interest in the outdoors, particularly rock climbing, and is a member of the Pinnacle Club, along with the Climbers Club, and Oxford Mountaineering Club.