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...
Eighth this year
In Scotland and Wales
Purchase announced Monday
36th since 2008
Dunstan Thomas report
Meetings with senior and junior staff
Winter Economic Plan to go ahead
21 investors lost money
Portfolio all in one place