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...
Ambitious growth plans
Private equity investor and NW advice business
Further 15 hires planned this year
New planner at Chartered firm
Muna Yassin of Fair Finance also honoured
Opportunities and drivers
Year ended 31 March 2021
Experiences not stuff