Zoe provides essential operational support across the CAPITALXWISE wholesale funds platform, ensuring the seamless management of investor relations and fund administration. As a key link between investors, trustees, and internal teams, she facilitates the smooth execution of private investment syndicates and real estate funds, maintaining the high standards of professional service expected by sophisticated investors.
With a focus on precision and compliance, Zoe manages the end-to-end investor onboarding process, including KYC/AML and eligibility checks. Her role is central to maintaining accurate registry workflows and administering investor platforms to ensure data integrity and timely reporting. From coordinating capital calls and distributions to assisting with quarterly fund documentation, Zoe’s disciplined approach ensures that all operational deadlines are met with absolute certainty.
Outside of her professional life, Zoe enjoys exploring Melbourne’s vibrant culinary scene and staying active through pilates and travel, passions that reflect her energetic and balanced approach to her work at XWISE GROUP.
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