Meet the team

Chief Investment Officer

Miles is responsible for the overall day-to-day management of client Discretionary Portfolios.  He brings both a high level of knowledge and expertise to the role given his 30 plus years of investm

 Read more...
Investment Research and Client Support Services

Kevin’s multi-facted role is to undertake several tasks, including investment research whereby stock holdings are analysed in accordance and within the strict parameters laid down by the Chief Inve

 Read more...
Finance Officer

Kevin manages all the monetary transactions coming in and going out of Balkerne Asset Management, ensuring they are completed in a timely manner in accordance with clients’ instructions and within

 Read more...
Client Support Services and Investment Research

Joshua has a multi-facted role and is primarily responsible for the day-to-day general administration of the firm, ensuring records and data are accurately maintained and kept up to date.  Joshua a

 Read more...
Compliance Officer

Mark is responsible for the smooth and secure running of Balkerne Asset Management’s operations and services and is also the firm’s Compliance Officer.  Having begun his career over 30 years ago wi

 Read more...