Mike Balfour
Chairman at FIDELITY CHINA SPECIAL SITUATIONS PLC
Net worth: 242 417 $ as of 2024-03-30
Profile
Michael Warren Balfour currently works at Fidelity China Special Situations Plc, as Chairman from 2018, abrdn Property Income Trust Ltd., as Independent Non-Executive Director from 2017, Standard Life Investments (SLIPIT) General Partner Ltd., as Non-Executive Director, Standard Life Investments Property Holdings Ltd., as Non-Executive Director, Standard Life Investments (SLIPIT) Nominee Ltd., as Non-Executive Director, Schroder BSC Social Impact Trust Plc, as Independent Non-Executive Director from 2020, The Pensions Trust, as Trustee from 2016, and The Institute of Chartered Accountants of Scotland, as Member.
Mr. Balfour also formerly worked at Glasgow Investment Managers Ltd., as Chief Executive Officer from 2004 to 2007, Thomas Miller Investment Ltd., as Chief Executive Officer from 2011 to 2016, CG Wealth Planning Ltd., as Chief Executive Officer from 2014 to 2016, Mitchells & Butlers Plc, as Non-Executive Director from 2010 to 2011, Martin Currie Global Portfolio Trust Plc, as Senior Independent Non-Executive Director from 2017 to 2019, Perpetual Income & Growth Investment Trust Plc, as Non-Executive Director from 2018 to 2020, Murray Income Trust Plc, as Independent Non-Executive Director from 2016 to 2017, Martin Currie Portfolio Investment Trust Plc, as Non-Executive Director from 2010 to 2011, Glasgow Income Trust Plc, as Director-Investor Relations, Thomas Miller Investment Holdings Ltd., as Director, The Honourable Company of Edinburgh Golfers (Management) Ltd., as Director, Archangels Investments LLP, as Director, and Edinburgh Fund Managers Plc, as Chief Investment Officer from 1985 to 2001.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-03-30 | 65,000 ( 0.01% ) | 165 043 $ | 2024-03-30 | |
| 2022-12-30 | 125,000 ( 0.03% ) | 77 374 $ | 2024-03-30 |
Mike Balfour active positions
| Companies | Position | Start |
|---|---|---|
| ABRDN PROPERTY INCOME TRUST LIMITED | Director/Board Member | 2017-03-09 |
| FIDELITY CHINA SPECIAL SITUATIONS PLC | Chairman | 2022-07-19 |
| SCHRODER BSC SOCIAL IMPACT TRUST PLC | Director/Board Member | 2020-11-08 |
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 private 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 United Kingdom. Mike Ramsey has been the CEO of the British company since 2014. | Director/Board Member | 2016-09-30 |
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 | 2010-09-20 |
Former positions of Mike Balfour
| Companies | Position | End |
|---|---|---|
| PERPETUAL INC & GR | Director/Board Member | 2020-11-16 |
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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 | 3 |
|---|---|
| MITCHELLS & BUTLERS PLC | Consumer Services |
| ABRDN PROPERTY INCOME TRUST LIMITED | Finance |
| SCHRODER BSC SOCIAL IMPACT TRUST PLC | Miscellaneous |
| Private companies | 18 |
|---|---|
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 |
Martin Currie Global Portfolio Trust Plc
 Martin Currie Global Portfolio Trust Plc Investment Trusts/Mutual FundsMiscellaneous Martin Currie Global Portfolio 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 |
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 |
| Edinburgh Fund Managers Plc | 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 |
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 |
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 |
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 |
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 United Kingdom. Mike Ramsey has been the CEO of the British company since 2014. | Finance |
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 |
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 |
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. (TSE: 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 includes charities, governments, mutual and captive insurers, pension schemes and trusts. | Finance |
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 |
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 private company is based in Channel Islands, UK. | Miscellaneous |
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 private company is based in Hamilton, Bermuda and was founded in 2009. | Finance |
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 |
| Standard Life Investments (SLIPIT) Nominee Ltd. | |
| Archangels Investments LLP |
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