Shane Balkham

Shane Balkham

Chief Investment Officer

Shane joined The Beaufort Group at its inception in 2012 and is now Chief Investment Officer for Beaufort Investment. He is responsible for communicating our investment strategy to all stakeholders, as well as overall responsibility for the Investment team.

Having joined Friends Provident in 1990, Shane held various roles within the industry before focusing purely on investments. More recently he has spearheaded the Investment team, resulting in Beaufort Investment winning Money Marketing’s Discretionary Fund Manager of the Year 2019.

Shane is a Chartered Fellow of the Chartered Institute for Securities and Investment, a member of the CFA UK Society and holds the Investment Management Certificate.

Contact details

0345 241 5376

Kingsgate, High Street, Redhill, RH1 1SH