“I always aim to adapt to my client’s needs and experience of investing. I want to create and maintain strong relationships with my clients through every stage of their life cycle. Creating an investment solution is only a part of that. It is being that special someone that to them that makes the difference.”
Zoe manages discretionary multi-asset-class portfolios for private clients and trusts, incorporating tax-wrapped portfolios such as SIPPs and ISAs. She deals directly with private individuals but also works with intermediaries to help them look after their clients.
With a determination to put good client relationships at the heart of everything she does, Zoe now manages many millions of pounds worth of assets.
Zoe began her financial services career in 1998 as a UK equity dealer at Barclays. In 2001, she moved to Barclays Wealth Management and became an Investment Manager before joining RBC Brewin Dolphin in 2007. She was made a Divisional Director in 2016 and is a Fellow of the Chartered Institute for Securities & Investment. Away from work, she is a Director of the Merchants House of Glasgow and also sits on the charity’s Finance Committee.