Balfour Capital Group
At Balfour Capital Group, we offer trusted wealth management services to successful entrepreneurs, High Net Worth Individuals, and Institutions. Our specialized knowledge in global markets and risk management strategies enables us to protect, preserve, and grow our clients' wealth while seeking a reasonable rate of return. We are an independent company, and our most important duty is to manage our clients' assets diligently and rigorously. We have numerous prime brokerages and execution agreements and participate in payment for order flow with several financial institutions. Our world-class money managers have many decades of experience managing institutional assets. Our clients over the years have included fund of funds, wealth management advisers, and high net worth individuals from around the globe, including Switzerland, Europe, the Middle East, and Asia. As an institutional class fund management firm, we continually invest in the development of processes, controls, and technology required to meet our clients' needs. We employ a strict governance structure, regulatory compliance controls, business continuity facilities, security controls, and robust software development processes. Our extensive risk management framework places equal importance on operational risk, market risk, and credit risk. We invest heavily in technology, and our in-house software department has developed bespoke systems to manage the end-to-end task of systematic fund management.
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Verified contacts
42
available on Kipplo
LinkedIn employees
60
201 to 500 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
42 contacts with verified email or phone · masked until revealed.
- JN
Joni Naik
Independent Investment Advisor · Finance & Accounting
EmailPhone - AS
Akash Swamynathan
Senior Investment Advisor · Finance & Accounting
EmailPhone - AD
Anuradha Dasgupta
Investment Advisor · Finance & Accounting
EmailPhone - LW
Liam Whitlock
Portfolio Manager · Finance & Accounting
EmailPhone - ME
Mohamed El-Sherbiny
Senior Investment Advisor · Finance & Accounting
EmailPhone - AB
Alex Balfour
CEO · General Business & Management
EmailPhone
Showing 6 of 42 verified contacts
Top roles at Balfour Capital Group
24 distinct titles indexed · top 10 shown.
- 11investment advisor
- 3senior wealth advisor
- 2commercial
- 2head of latam and global strategist
- 2independent investment advisor
- 2portfolio manager
- 2senior investment advisor
- 1asesor de inversión
- 1associate financial advisor
- 1business development
- +14more titles
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