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...
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'