Global accountancy exam success for Heritage employee

Zoe McBride, who works at Heritage Group’s Belfast office, has achieved 10th place in the world in the Association of Chartered Certified Accountants (ACCA) F5 Performance Management exam.

With a score of 88% her top ten placing put Zoe ahead of over 24,000 students across the globe who also sat the paper. She was also placed in the top three in Ireland.

Zoe is training in accountancy at Heritage Administration Services based in the NI Science Park in Belfast, and is a graduate in finance. She has been following the new mode of delivery for the ACCA qualification through the Ulster University Business School, in which classes are completed part-time over twelve weeks.

Gerry Warwick, Head of Operations for Heritage UK and Ireland said, “We are absolutely delighted with Zoe’s result and she should be very proud of her performance. Zoe has worked with Heritage since her university placement year and is a highly valued member of our fund accounting team. An exceptional result such as this encourages us to continue to invest in local talent and work closely with ACCA and the Ulster University Business School to promote fund administration and financial services in Northern Ireland.

Zoe McBride with Ronnie Patton (left), Course Director, Ulster University Business School and Gerry Warwick (right), Head of Operations for Heritage UK where Zoe now works.

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Estera has acquired Heritage Financial Services Group.

Estera is a leading global provider of fiduciary and administration services. The 
acquisition of Heritage Financial Services Group is central to the expansion of 
our funds service line and also expands jurisdictional choice for our trust and 
corporate clients.

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