Director | Altair Guernsey limited
Zoë is a Guernsey based wealth management professional with 30+ years' experience in financial services. Having started her career as one of the first women to work in the London Stock Exchange, she has worked as a Portfolio Manager, Fund Analyst and Investment Consultant. In 2011, Zoë moved into the fiduciary sector overseeing financial assets and building investment solutions. Simultaneously she began her INED career with an international wealth management company. In 2015, Zoë relocated to Dubai where she provided bespoke portfolio analysis to fiduciary companies and was also a Member of two UAE Boards. Zoë has now returned to Guernsey with several years' international experience including being the Middle East Representative for Guernsey Finance.
Zoë is utilising her experience where Altair offers investment governance service to trust companies, recognising the need for strong governance around the oversight of financial assets, working with and supporting management. The service includes reviewing the fiduciary investment risk management process to identify any risks and provide recommendations for solutions and enhancements, joining an investment governance committee as an external and independent professional, and conducting investment suitability reviews of clients’ portfolios. She sits on the Treasury Committee of a UK national charity and is expanding her existing Board experience which has included International Not-For-Profit and wealth management entities.