Meet the Investment Influencers: Beaufort's Shane Balkham

Our regular video series continues

clock • 1 min read

In this week's Investment Influencers video interview, profiling the most respected individuals who select funds, decide ratings or otherwise influence the allocation of investor fund flows, we chat to Shane Balkham.

Balkham is head of portfolio construction and research at The Beaufort Group, a role that involves monitoring risk through the in-house investment process and assessing both long-term and short-term decisions around asset allocation. Research is a critical element to this as is building relationships with fund groups and fund managers. Balkham, who has worked in the profession for 25 years and recently celebrated 10 years of working on Beaufort's flagship range of portfolios, is committed to helping Beaufort Investment Management become one of the leading discretionary fund managers in t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Smoothed funds are back - but advisers need to look beneath the surface

Smoothed funds are back - but advisers need to look beneath the surface

Defaqto’s Mike Turner examines the smoothed funds backdrop, differences in propositions and what it means for adviser due diligence…

Mike Turner
clock 02 March 2026 • 4 min read
The Year of the Fire Horse – will China gallop ahead?

The Year of the Fire Horse – will China gallop ahead?

'Beneath the volatility, structural trends emerge'

Janet Mui
clock 02 March 2026 • 3 min read
Orbis introduces three equity funds into UK

Orbis introduces three equity funds into UK

Japan, emerging markets and international

Jen Frost
clock 02 March 2026 • 2 min read