Shane Balkham to speak at Berry & Oak Investment Seminar

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Shane has worked in the profession for 25-years and recently celebrated 10-years of working on our flagship range of portfolios.

His role involves monitoring risk through the in-house investment process, including the assessment of both long and short term asset allocation decisions.  Research is key to the success of this process, so is building relationships with fund groups and fund managers; a critical element of the process.

To balance his work commitments, Shane has the support of a loving family. He runs a local youth football team with his son Toby, and finds this a welcome break from a life of continuous Bloomberg updates!

With his daughter, Jessica, he shares his love of art; together they can get lost in drawing and painting. Of his wife, Claire, Shane says nothing would be possible without her.

Shane is committed to helping Beaufort Investment Management become one of the leading discretionary fund managers in the UK. He is responsible for a highly skilled and motivated team, enabling him to share his knowledge and experience, whilst continually improving the investment processes they employ.

Shane is a keen proponent of financial education and regularly presents to schools in a manner he believes children find interesting.