Mike Balfour
Chairman at FIDELITY CHINA SPECIAL SITUATIONS PLC
Net worth: 250 213 $ as of 30/03/2025
Profile
Mr. Michael W.
Balfour is a Chairman at Smithson Investment Trust PLC, a Chairman at Fidelity China Special Situations Plc, a Chairman at abrdn Property Income Trust Ltd. and a Member at The Institute of Chartered Accountants of Scotland.
He is on the Board of Directors at The Pensions Trust, Standard Life Investments (SLIPIT) General Partner Ltd., Standard Life Investments (SLIPIT) Nominee Ltd. and Standard Life Investments Property Holdings Ltd. Mr. Balfour was previously employed as an Independent Non-Executive Director by Schroder BSC Social Impact Trust Plc, a Non-Executive Director by Perpetual Income & Growth Investment Trust Plc, an Independent Non-Executive Director by Murray Income Trust Plc, a Chief Executive Officer by Thomas Miller Wealth Management Ltd., a Senior Independent Non-Executive Director by Martin Currie Global Portfolio Trust Plc, a Non-Executive Director by Martin Currie Portfolio Investment Trust Plc, a Non-Executive Director by Mitchells & Butlers Plc, a Chief Executive Officer by Thomas Miller Investment Ltd., a Chief Executive Officer by Glasgow Investment Managers Ltd., a Chief Investment Officer by Edinburgh Fund Managers Plc, and a Director-Investor Relations by Glasgow Income Trust Plc.
He also served on the board at Archangels Investments LLP, The Honourable Company of Edinburgh Golfers (Management) Ltd. and Thomas Miller Investment Holdings Ltd.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
29/04/2024 | 65,000 ( 0.01% ) | 222 332 $ | 30/03/2025 | |
16/05/2024 | 375,000 ( 0.1% ) | 27 881 $ | 30/03/2025 |
Latest news about Mike Balfour
Mike Balfour active positions
Companies | Position | Start |
---|---|---|
ABRDN PROPERTY INCOME TRUST LIMITED | Chairman | - |
FIDELITY CHINA SPECIAL SITUATIONS PLC | Chairman | 19/07/2022 |
SMITHSON INVESTMENT TRUST PLC | Chairman | 27/01/2025 |
Standard Life Investments (SLIPIT) General Partner Ltd.
![]() Standard Life Investments (SLIPIT) General Partner Ltd. Investment ManagersFinance Standard Life Investments (SLIPIT) General Partner Ltd. engages in fund management activities. The firm specializes in property investments. The company was founded on September 6, 2013 and is headquartered in London, the United Kingdom. | Director/Board Member | - |
Standard Life Investments (SLIPIT) Nominee Ltd. | Director/Board Member | - |
Standard Life Investments Property Holdings Ltd.
![]() Standard Life Investments Property Holdings Ltd. MiscellaneousMiscellaneous Part of abrdn Property Income Trust Ltd., Standard Life Investments Property Holdings Ltd. is an investment holding British company. The company is based in Channel Islands, UK. | Director/Board Member | - |
The Pensions Trust
![]() The Pensions Trust Investment ManagersFinance The Pensions Trust provides pension fund services. The private company is based in Leeds, UK and has subsidiaries in the UK. David John Lane has been the CEO of the British company since 2013. | Director/Board Member | 30/09/2016 |
The Institute of Chartered Accountants of Scotland
![]() The Institute of Chartered Accountants of Scotland Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright. | Corporate Officer/Principal | 20/09/2010 |
Former positions of Mike Balfour
Companies | Position | End |
---|---|---|
SCHRODER BSC SOCIAL IMPACT TRUST PLC | Director/Board Member | 17/12/2024 |
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
ABRDN PROPERTY INCOME TRUST LIMITED | Finance |
MITCHELLS & BUTLERS PLC | Consumer Services |
Private companies | 20 |
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Glasgow Investment Managers Ltd.
![]() Glasgow Investment Managers Ltd. Investment ManagersFinance Glasgow Investment Managers Ltd. (GIM) is a Scottish investment firm and a subsidiary of Aberdeen Asset Management. Established in 1986, the firm is located in Glasgow, Scotland. GIM manages assets for pension funds and investment trusts. | Finance |
Glasgow Income Trust Plc
![]() Glasgow Income Trust Plc Investment Trusts/Mutual FundsMiscellaneous Glasgow Income Trust Plc invests in diversified portfolio, including equities, bonds and preference shares. The company was incorporated in 1988 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
Martin Currie Portfolio Investment Trust Plc
![]() Martin Currie Portfolio Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Martin Currie Portfolio Investment Trust Plc invests in diversified portfolio of the United Kingdom and international stocks. The company was founded in March 1999 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
The Institute of Chartered Accountants of Scotland
![]() The Institute of Chartered Accountants of Scotland Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright. | Commercial Services |
Edinburgh Fund Managers Plc | Finance |
Martin Currie Global Portfolio Trust Plc
![]() Martin Currie Global Portfolio Trust Plc Investment Trusts/Mutual FundsMiscellaneous Franklin Global Trust Plc operates as a closed-end investment fund. It intends to achieve long-term capital growth in excess of the capital return of the FTSE world index. The company was founded in 1999 and is headquartered in Edinburgh, Scotland. | Miscellaneous |
CG Wealth Planning Ltd.
![]() CG Wealth Planning Ltd. Investment ManagersFinance CG Wealth Planning Ltd. (CGWPL) is a wealth management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Canaccord Genuity Wealth Ltd., ultimately held by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGWPL offers a broad range of wealth management solutions to institutions and advisers. They also offer onshore and offshore investment management services to their clients which include charities, governments, mutual and captive insurers, pension schemes and trusts. | Finance |
Murray Income Trust Plc
![]() Murray Income Trust Plc Investment Trusts/Mutual FundsMiscellaneous Murray Income Trust Plc is a closed-end investment company, which engages in achieving high and growing income combined with capital growth through investment in a portfolio principally of United Kingdom equities. Its capital consists of debt, comprising bank loans, and equity, comprising issued capital, reserves and retained earnings. The company was founded in June 1923 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
Thomas Miller Investment Ltd.
![]() Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Finance |
Fidelity China Special Situations Plc
![]() Fidelity China Special Situations Plc Investment Trusts/Mutual FundsMiscellaneous Fidelity China Special Situations Plc is a closed-end investment trust. Its investment objective is to achieve long-term capital growth by managing a portfolio made up primarily of securities issued by companies listed in China and Chinese companies listed elsewhere. The company was founded on January 22, 2010 and is headquartered in Surrey, the United Kingdom. | Miscellaneous |
Perpetual Income & Growth Investment Trust Plc
![]() Perpetual Income & Growth Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Perpetual Income & Growth Investment Trust Plc operates as a closed-end investment fund or investment trust. Its investment objective is to provide shareholders with capital growth and real growth in dividends over the medium to longer term from a portfolio of securities listed mainly in the UK equity market. The company was founded on February 2, 1996 and is headquartered in Henley-on-Thames, United Kingdom. | Miscellaneous |
Schroder BSC Social Impact Trust Plc
![]() Schroder BSC Social Impact Trust Plc Investment Trusts/Mutual FundsMiscellaneous Schroder BSC Social Impact Trust Plc operates as a trust. The company was founded on September 24, 2020 and is headquartered in London, the United Kingdom. | Miscellaneous |
The Pensions Trust
![]() The Pensions Trust Investment ManagersFinance The Pensions Trust provides pension fund services. The private company is based in Leeds, UK and has subsidiaries in the UK. David John Lane has been the CEO of the British company since 2013. | Finance |
Standard Life Investments Property Holdings Ltd.
![]() Standard Life Investments Property Holdings Ltd. MiscellaneousMiscellaneous Part of abrdn Property Income Trust Ltd., Standard Life Investments Property Holdings Ltd. is an investment holding British company. The company is based in Channel Islands, UK. | Miscellaneous |
Standard Life Investments (SLIPIT) Nominee Ltd. | |
Standard Life Investments (SLIPIT) General Partner Ltd.
![]() Standard Life Investments (SLIPIT) General Partner Ltd. Investment ManagersFinance Standard Life Investments (SLIPIT) General Partner Ltd. engages in fund management activities. The firm specializes in property investments. The company was founded on September 6, 2013 and is headquartered in London, the United Kingdom. | Finance |
Archangels Investments LLP | |
The Honourable Company of Edinburgh Golfers (Management) Ltd.
![]() The Honourable Company of Edinburgh Golfers (Management) Ltd. Movies/EntertainmentConsumer Services The Honourable Company of Edinburgh Golfers (Management) Ltd. operates as a golf club. The private company is based in East Lothian, UK. | Consumer Services |
Thomas Miller Investment Holdings Ltd.
![]() Thomas Miller Investment Holdings Ltd. Financial ConglomeratesFinance Part of Thomas Miller Holdings Ltd., Thomas Miller Investment Holdings Ltd. is an investment holding Bermudian company. The company is based in Hamilton, Bermuda and was founded in 2009. | Finance |
Smithson Investment Trust PLC
![]() Smithson Investment Trust PLC Investment Trusts/Mutual FundsMiscellaneous Smithson Investment Trust PLC is an externally managed investment trust company, which engages in the provision of investment objective is to provide shareholders with long term growth in value through exposure to a diversified portfolio of shares issued by listed or traded companies. The company was founded on August 14, 2018 and is headquartered in London, the United Kingdom. | Miscellaneous |
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