Last Updated: July 22, 2025

I specialise in building and managing bespoke portfolios on behalf of private individuals (including pensions and ISAs), charities, trusts and corporates. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. As a CFA chaterholder and with a background in pure portfolio management, I enjoy investment discussion with my clients and coming up with whatever solution is required to meet their needs.

Last Updated: August 27, 2025

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

Last Updated: July 22, 2025

My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I'm proud to lead an established team which is developing long-lasting roots in Bristol.

Last Updated: July 22, 2025

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.

Last Updated: July 22, 2025

Kai conducts analysis of investments against a range of environmental, social and governance criteria for both new ideas and companies in Greenbank’s investment universe, as well as for leading thematic research into key responsible investment issues. He is also an investment analyst, responsible for ethical and sustainable equity research. Kai joined the ethical, sustainable and impact research team in March 2019 after graduating from the University of Cambridge with a BA in Law and he is a CFA Charterholder.

Last Updated: August 4, 2025

I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.

Last Updated: July 22, 2025

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).

Last Updated: July 22, 2025

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care. 

Last Updated: August 6, 2025

I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Last Updated: July 22, 2025

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: August 6, 2025

Rosie is an investment director at Greenbank, specialising in managing ethical and sustainable portfolios on behalf of private clients, trusts and charities. Rosie joined the Greenbank team in 2015.

Last Updated: July 22, 2025

Hannah began her career at Rathbones in 2014, carrying out various roles in Operations before moving to Investment Risk where she worked for 4 years monitoring Investment Managers and conducting project work implementing industry regulation. Hannah moved to her role as Assistant Investment Manager in March 2020.Hannah holds an honours degree in Anatomy and Human Biology from the University of Liverpool. She has completed the Investment Advice Diploma and holds the CISI Chartered Wealth Manager qualification.