Biography
Zoe is an Investment Director at JM Finn, specialising in managing tailored investment portfolios for individuals under the Court of Protection and those with Personal Injury Trusts. She works closely with solicitors, Deputies and families to design long-term investment strategies that support lifetime financial needs, balancing capital preservation with sustainable growth.
Zoe has over 15 years’ experience in investment management, having begun her career at Investec, where she developed deep expertise in Court of Protection and Personal Injury portfolios. She continued in this specialist area following Investec’s merger with Rathbones, before joining JM Finn to continue working alongside long-standing colleagues and clients.
She holds a Master’s degree in Financial Mathematics, and is a Chartered Fellow of the Chartered Institute for Securities & Investment, a qualified Technical Analyst, and holds the CISI Level 4 Certificate in Financial Planning.
Outside of work, Zoe enjoys spending time with her young family and her dog, Ponzi, and exploring London’s food scene.
Investment Director Paul Tyndall looks back at the second quarter of this year.
Watch the July video update on the JM Finn Investment Management Service.
As artificial intelligence becomes ubiquitous, Andrew Mann considers the potential for risk if its use in financial systems is not embedded with careful consideration.