The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

JM Finn
London-headquartered JM Finn, a wealth management firm, has appointed Zoë Bancroft (pictured) as an investment director in its specialist team managing investment portfolios for individuals under the Court of Protection or via personal injury trusts.

She will join investment director Jonathan Taylor and investment manager Tom Cheesman who have also recently joined JM Finn. Bancroft’s appointment will add more strength to the firm’s experience in investing on behalf of clients who are under order of the Court of Protection or who have been awarded personal injury settlements, the firm said in a statement.

Bancroft, who has over 15 years’ experience in investment management, began her career at Investec, where she developed deep expertise in Court of Protection and personal injury portfolios. She has worked with solicitors, deputies and families to design long-term investment strategies that support lifetime financial needs, balancing capital preservation with sustainable growth. Following Investec’s merger with Rathbones, Bancroft continued in this specialist area before joining JM Finn.

Bancroft is a Chartered Fellow of the Chartered Institute for Securities & Investment, a qualified technical analyst, and holds the CISI Level 4 Certificate in Financial Planning.