Craig Leslie

Senior Investment Director @Greenbank

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

Senior Investment Director @Greenbank

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Edinburgh, GB

EDUCATION

2014 — 2016

The Chartered Institute for Securities & Investment (The CISI)

Chartered Wealth Manager Qualification, Investments and Securities

SKILLS

Wealth ManagementAsset AllocationFixed IncomeModel PortfoliosPortfolio Performance AnalysisEquitiesManaged FundsPortfolio ManagementInvestmentsAsset Management

ABOUT CRAIG LESLIE

Greenbank have been pioneers in the field of Ethical, Sustainable and Impact investment for well over 20 years. Our vision is to empower our clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society.I have worked in the wealth management industry for around 15 years, am a Chartered Wealth Manager and was the first person in Scotland to successfully complete the CFA UK Certificate in ESG Investing.I provide tailored investment services with positive impact, for an ever-growing range of private clients, trustees, charities and professional advisers.If you would like further details please email me at c••••••••@greenbankinvestments.com.

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Craig Leslie — Senior Investment Director at Greenbank in Edinburgh, GB | Unifers