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

Analyst

Client Engagement

3 years’ experience
  • Investment Analyst, Seven Investment Management
  • CFA Exam Level III Candidate
  • CFA UK Level 4 Certificate in Investment Management (IMC)
  • BA (Hons) History, University of Oxford

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
  • Lead PM for the world’s first green bond fund
  • BSc Pure Maths, University of Warwick

Tess Evans-Rong

Partner

Sustainability 

9 years’ experience
  • Manager of Market and Data Analysis team, Climate Bonds Initiative
  • Associate for Corporate Governance and Responsible Investment, BlackRock
  • BA (Hons) Economics and Economics 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

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

Katie House

Analyst

Sustainability

6 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

17 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)

Alya Kayal

Partner

Sustainability

26 years’ experience
  • Director of Policy and Programs, US SIF
  • VP Sustainability Research, Calvert Investments
  • Researcher, US Dept of Labor
  • JD, University of Minnesota Law School
  • Member of Bar of District of Columbia, USA

Stuart Kinnersley

Managing Partner

Management Team

32 years’ experience
  • Chief Investment Officer and CEO, Nikko Asset Management Europe
  • Managing Director at LTCB Foreign (F&C)
  • Fixed Income Economist, ANZ
  • Created world’s first green bond fund in conjunction with World Bank in 2010
  • BSc (Econ) First Class Honours, London School of Economics

Daniel Kricheff

Analyst

Sustainability

15 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

Bhavin Limbachia

Business Analyst

Operations & Technology

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

Sarah Martin

Marketing Support

Client Engagement

25 years’ experience
  • Freelance journalist, editor and content writer
  • EA to CEO, Goldman Sachs Australia
  • EA to Global Head of Credit Derivatives, Goldman Sachs International
  • PA to Global Head of Government Bond Trading, Lehman Brothers

Judith Moore

Partner

Sustainability

40 years’ experience
  • Head of World Bank Corporate Responsibility team
  • Tracked/assessed environmental impact of World Bank’s activities
  • Originated eligibility criteria for Green Bonds at the World Bank
  • PhD in Regional Planning from MIT
  • MSc in Forest Science, Yale

Richard Petit

Senior Analyst

Credit

17 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

Andrew Roffey

Partner

Credit

41 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

32 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

Patrizio Trapletti

Analyst

Sustainability

5 years’ experience
  • Senior Associate, Climate Solutions, ISS ESG
  • Consultant, Investments & Climate Change, South Pole
  • Trainee, Environmental Funds and Climate Finance Policy Unit, EIB, and Economic Research Unit, UNEP
  • MSc Environmental Policy, London School of Economics
  • BA and MA Political Science, Catholic University of Milan

Lisa Wong

Partner

Sustainability

10 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

38 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

6 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

6 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