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

Andrew Phillips

Head of Collective Research

Andrew's primary tasks are the rolling analysis and regular review and selection of collective funds. He is a Registered Representative of the London Stock Exchange, holds an MBA from Cass Busines

Stephen Copeland

Head of Equity Research

Stephen's main responsibility is the undertaking of company research across all firms listed within the FTSE350 index. Stephen’s expertise lies in his quantitative, qualitative and methodical anal

Kevin Powles

Client Support Services

Kevin’s primary role is to undertake the administration resulting from the fund management team, as well as dealing with and responding to customer queries. Kevin is very friendly and efficient, a

Kevin Rudkin

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

Joshua Black

Client Support Services

Joshua joined Balkerne Asset Management in October 2015 and his role is to assist with the general administration of the firm, undertake statistical projects and use his excellent IT skills to enha

Mark Howell

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