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  • We combine a traditional approach with current technical research and analytical methods to meet our clients' requirements in an increasingly regulated, diverse and challenging marketplace.
    Research Strength
  • Balkerne Asset Management provides a cost-effective, discretionary portfolio management service for the clients of Professional Financial Advisers.
    Find Out More
  • Welcome to Balkerne Asset Management. We look forward to serving you.
    Read More
  • The team at Balkerne Asset Management is both highly experienced and knowledgeable, and we feel privileged to manage the investments entrusted to us.
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Services Offered
  • Bespoke portfolio service
  • Managed Stockbroking Service
  • Managed Fund Service
  • Stocks and shares ISA
  • AIM IHT ISA

Meet the team

Balkerne Asset Management has a team of highly experienced and professional individuals who effectively analyse, administer and manage our discretionary portfolio services in order to achieve our clients exacting standards and high level requirements for service and investment performance.

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Market Review

Our quarterly in-house commentary and views on the economy and global markets.

Market

Balkerne Asset Management
1 Balkerne Hill
Colchester CO3 3FG

0808 200 0808
invest@balkerneam.co.uk

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Balkerne Asset Management is a trading style of Capel Court Plc which is authorised and regulated by the Financial Conduct Authority (Registered Number 154146)