Who We Are

Our Team

Our team has experience, expertise and ambition. Many members of the team are key pioneers in the evolution of sustainable investment and the green bond market. What we all share in common is investment expertise and a passion for making an impact. As an independent, employee-owned investment firm, our partners have a unique commitment to our organisation, clients and vision.

Steph Anthony, CFA

Partner

Client Engagement

5 years’ experience
  • Investment Analyst, Seven Investment Management
  • CFA® charterholder, CFA Institute
  • CFA UK Level 4 Certificate in Investment Management (IMC)
  • BA (Hons) History, University of Oxford

George Barnard

Analyst

Sustainability

1 year’s experience
  • Intern, Lloyd George Asset Management
  • BA Economics, University of Cambridge
  • Member of Jesus College Divestment Campaign

Justin Eeles

Partner

Portfolio Management

33 year’s experience
  • Senior Fixed Income Portfolio Manager, Nikko Asset Management Europe
  • Global Fixed Income Fund Manager, Norwich Union Investment Management (now Aviva Investors)
  • Lead PM for the world’s first green bond fund
  • BSc Pure Maths, University of Warwick

Tess Evans-Rong

Partner

Sustainability 

10 years’ experience
  • Manager of Market and Data Analysis team, Climate Bonds Initiative
  • Associate for Corporate Governance and Responsible Investment, BlackRock
  • MSc Economics and Policy of Energy and the Environment, University College London
  • BA (Hons) Economics and Economic History, University of York

Stephen Fitzgerald

Managing Partner

Management Team

34 years’ experience
  • Head of Goldman Sachs Asset Management International
  • CIO International Fixed Income and Currency, GSAM
  • Former Member of Australian Future Fund’s Board of Guardians
  • Member of NSW Expert Panel on Social Impact Bonds
  • BSc Economics, University of New England, Australia

Jonny Giles

Partner

Portfolio Management

4 years’ experience
  • Investment Analyst, Fifty Two Group
  • Professional football player at Oxford United
  • Bsc Physics, Durham University

Sam Harrison

Analyst

Sustainability

1.5 years’ experience
  • ESG Client Strategy Analyst, Invesco
  • Research Assistant, University of Exeter
  • BSc Politics and International Relations, University of Exeter

Katie House

Partner

Sustainability

7 years’ experience
  • Senior Research Analyst for the Climate Bonds Standard team, Climate Bonds Initiative
  • Msc Environmental Technology, Imperial College London
  • BSc (Hons) Geography, University of Bristol

Sarah Jones

Executive Assistant

Administrative Support

21 years’ experience
  • EA to Head of Corporate and Investment Banking Australia/NZ, Citi
  • EA to MD, Caliburn Partnership, Australia
  • Board experience with QBE, Great Barrier Reef Foundation, NSW Treasury, The Future Fund (Australia’s Sovereign Wealth Fund)

Mitsuo Kojima

Partner, President

Japan Office

34 years’ experience
  • Representative Director, Lombard Odier Japan
  • Managing Director, Goldman Sachs Asset Management, Fixed Income and Currency
  • CIO Fixed Income, Sumitomo Mitsui DS Asset Management
  • Board Member, United Nations University, Institute for Advanced Study of Sustainability
  • BSc Law, Sophia University, Japan

Daniel Kricheff

Partner

Sustainabiliy

17 years’ experience
  • Visiting lecturer and research associate, University College London
  • Emerging markets research, TMP Systems
  • Strategic communications, United Nations and HealthRight International
  • PhD in Anthropology, University College London
  • MSc (Distinction) in Human Ecology, University College London

Erika Lambey

Analyst

Client Engagement

2 years’ experience
  • Client Portfolio Manager, Candriam
  • Masters in Marketing & Communication, IDRAC Business School, France 

Bhavin Limbachia

Partner

Operations & Technology

10 years’ experience
  • Lead Business Analyst, Regulatory Technology, Goldman Sachs Asset Management
  • Business Analyst, Global Equity Derivatives, Deutsche Bank
  • BA Hons Economics, Manchester Metropolitan University

Iain Lindsay

Partner

Portfolio Management

33 years’ experience
  • Managing Director, Global Fixed Income and Currency, Goldman Sachs Asset Management International
  • Portfolio Manager, Global Fixed Income, J.P. Morgan Investment Management
  • MBA, City University London, PhD in Physics, Imperial College London, BSc in Physics, Heriot-Watt University, Edinburgh
  • CFA® charterholder

Kayoko Nakayama

CCO Japan 

Japan Office

22 years’ experience
  • Compliance Officer, DWS Investment 
  • Investment Compliance Manager & ESG initiative facilitator, Nikko Asset Management
  • Fixed Income Investment Guidelines specialist, Goldman Sachs Asset Management
  • Trade/Portfolio Compliance Supervisor, PIMCO 
  • Bachelor of Arts, Sophia University, Japan

Richard Petit

Partner

Credit

19 years’ experience
  • Buy-side credit analyst, Schroders (European Utilities), Gordian Knot (Oil & Gas) and HSBC AM
  • Credit rating analyst, Fitch Ratings (TMT)
  • Sell-side research analyst (TMT), Société Générale CIB
  • Certified European Financial Analyst (CEFA)
  • Masters in Management, SKEMA Business School

Giulia Rado

Analyst

Sustainability

4 years’ experience
  • Senior Analyst, Programmes & Innovation Department, The Carbon TrustAnalyst,
  • Market Intelligence Team, Climate Bonds Initiative
  • MSc in Economics and Policy of Energy and the Environment, University College London
  • BSc in Economics and Management, Università Cattolica del Sacro Cuore

Andrew Roffey

Partner

Credit

44 years’ experience
  • Senior European Equities and Credit Portfolio Manager, Nikko Asset Management
  • Set up and managed European High Yield Corporate Bond Fund
  • Member of Global Investment Committee
  • Senior Portfolio Manager, Norwich Union (now Aviva Investors)

Michelle Smith

Partner

CFO, COO

40 years’ experience
  • Qualified Chartered Accountant, Ernst & Young
  • European Head of Operations, Goldman Sachs Asset Management
  • Non-Executive Directorships
  • Master of Commerce, Economics and Accounting (Hons), University of Canterbury, New Zealand

Kate Temby

Partner

Client Engagement

29 years’ experience
  • Co-head of Asia Pacific Institutional Sales, Goldman Sachs Asset Management
  • Research Sales, Goldman Sachs JBWere (NY)
  • Financial Risk Consultant, PWC (Melbourne/Toronto)
  • Bachelor of Commerce, Monash University Australia
  • Australian Institute of Company Directors graduate

Lisa Wong

Partner

Sustainability

11 years’ experience
  • Sustainable Investment Specialist, Nikko Asset Management Europe (covering green bonds and emerging markets)
  • Inclusive Finance Group, Citi
  • MPA from LSE & Columbia University
  • World Economic Forum Global Shaper

Jennifer Youde

Partner

Portfolio Management

39 years’ experience
  • Managing Director, Global Fixed Income & Currency team at Goldman Sachs Asset Management
  • Senior Director, Marketable Securities Division at CIN Management Ltd
  • MA Engineering Science and Economics, Oxford
  • Investment Management Programme, London Business School

Ankit Agrawal

Senior Analyst

Credit

9 years’ experience
  • Proficient In Financial model and final-form opinionated coverage initiation notes
  • Sector expertise includes banks, sovereigns and supranationals
  • Experience in stress testing of banks to ascertain capital availability and solvency
  • MBA and BBA, Finance

Sharmi Basu

Senior Analyst

Credit

8 years’ experience
  • Expert in credit model building, ESG analysis and final-form coverage initiation notes
  • Sector expertise includes TMT, consumer services, automobile and retail
  • Adept in company ratings and bond recommendations through relative valuation
  • MS, Business
  • MBA and BBA, Finance