Areas of expertise
Management of core capital and the generation of a sustainable income
Zoe graduated from Oxford University in 1994. She then spent five years in fund management at Foreign & Colonial before moving into looking after private clients, firstly at Mercury Asset Management then at Smith & Williamson.
She acts as an investment adviser to a number of charities and is a non-executive director of Henderson High Income Trust.
- Member of the Chartered Financial Analyst Society of the UK (CFA) and the Chartered Institute for Securities & Investment (CISI).