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).

I am an Associate Investment Director within the Court of Protection and Personal Injury team who specialise in managing investment portfolios for people who are under the control of the Court of Protection or who have a personal injury trust, either as a result of illness or when a serious injury has led to a compensation payment.

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.

Brad joined Rathbones as a financial planner in 2021 and provides specialist advice to clients and their representatives within Rathbones’ Court of Protection team. With over 10 years’ experience in helping clients to maximise and protect their wealth, he brings a range of experience from a variety of different roles and is passionate about helping clients to achieve all of their financial planning objectives.

Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, lived in Denmark and Belgium where he gained a first class honours degree in European Business Management.

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a member of the Rathbones Diversifiers Committee.

He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.