Our People
Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.
Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.
Zoë Bancroft
Senior Investment Director
Zoë Bancroft
Senior Investment Director
London
Zoë has over 14 years’ experience advising deputies and trustees nationally on investing their client's assets for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Zoë is a Chartered Fellow of the Chartered Institute for Securities & Investment and a member of the Society of Technical Analysts. She joined the specialist Court of Protection team after completing the Investec Graduate Scheme. Prior to joining Investec Wealth & Investment, Zoë read Financial Mathematics (MSc Distinction, King's College London) and Mathematics (BSc First Class Hons, University of East Anglia).
Zoë has over 14 years’ experience advising deputies and trustees nationally on investing their client's assets for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Zoë is a Chartered Fellow of the Chartered Institute for Securities & Investment and a member of the Society of Technical Analysts. She joined the specialist Court of Protection team after completing the Investec Graduate Scheme. Prior to joining Investec Wealth & Investment, Zoë read Financial Mathematics (MSc Distinction, King's College London) and Mathematics (BSc First Class Hons, University of East Anglia).
Zoe Howard
Business Development Manager
Zoe Howard
Business Development Manager
Bristol
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.