Beaufort promotes Balkham to CIO

Clarke replacing Balkham

Tom Eckett
clock • 1 min read

Discretionary fund manager Beaufort Investment has promoted portfolio construction and research head Shane Balkham to CIO.

Balkham was responsible for establishing the firm's model portfolios in 2004, originally called EQUIP. Replacing Balkham as head of fund research is Emma Clarke, who joined the firm in 2016 from Mazars as a senior investment analyst. Paul Freedman and Cormac Nevin are also joining as investment analysts from Charles Stanley Wealth Management and Red Deer, respectively. Derrick Dunne, CEO of Beaufort Investment, who joined last May, commented: "We are delighted that Shane and Emma have been promoted and taken on additional duties in running the funds under management on behalf of cl...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on People moves

Allspring GI names Kate Burke CEO as Joe Sullivan steps down

Allspring GI names Kate Burke CEO as Joe Sullivan steps down

Sullivan to continue as executive chair

Cristian Angeloni
clock 03 April 2025 • 2 min read
CEO Euan Munro and co-CIO Mitesh Sheth to leave Newton IM

CEO Euan Munro and co-CIO Mitesh Sheth to leave Newton IM

John Porter becomes sole CIO

Cristian Angeloni
clock 01 April 2025 • 2 min read
Liontrust hires former GAM Investment's Phil Rosenberg as distribution head for the Middle East and Asia

Liontrust hires former GAM Investment's Phil Rosenberg as distribution head for the Middle East and Asia

'Key step in our international expansion'

Sorin Dojan
clock 01 April 2025 • 1 min read
Trustpilot
Loading page