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

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Finance Director

Kevin qualified as a Chartered Accountant in 1983 and overseas all client monetary transactions on behalf of Balkerne Asset Management, ensuring they are completed in a timely and secure manner in

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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

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