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Alex Balfour Investment management
Director, Investment Management

Alex Balfour

Investment management

Areas of expertise

Private client investment management


Alex joined Smith & Williamson in 2010; he manages private client, trust, charity and pension portfolios.

He is one of the firm’s research specialists in the UK aerospace and defence sector, as well as lead analyst for UK Income funds.

Professional qualifications/memberships

Alex is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).

Notable client work/achievements

  • Winner of the Tomorrow Club Award at Citywealth Magic Circle Awards 2017

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