Investing with care. For long-term security.
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
Our approach to investment and advice in this area is built on a solid foundation of experience and expertise.
We take time to meet with clients, their families and professional advisers to understand their circumstances, needs and objectives. It’s our belief that only by listening to and truly understanding our clients can we create strategies to help meet their long term plans and requirements.
Our team has over 100 years’ combined experience and over this time we’ve built strong relationships with professionals in this area. If matters need resolving outside the scope of investments, we can bring the expertise of this network to offer additional support. We are trusted to manage over £1 billion of personal injury settlements, making us one of the leading specialist investment managers in the UK.
HOW CAN WE HELP YOU?
There are two distinct elements to our services.
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
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).