Castlefield

Services Provided

  • Discretionary
  • Advisory

Investment

  • Wealth Manager, Investment Manager
  • Founded 2002

Pooled Accounts

  • Minimum Account £0
  • Assets Under Management £18
  • Number Of Clients 32

Segregated Accounts

  • Minimum Account £500K
  • Assets Under Management £62
  • Number Of Clients 20

About Castlefield

We're Castlefield, established in 2002 to help serve the investment needs of charities. Our shared ownership structure sets us apart from almost all other investment management organisations, being part owned by employees and a grant-making charitable trust. Charities are an essential force in society, seeking to improve people’s fortunes in all walks of life. Being a charity trustee can be empowering and uplifting in playing a part in improving society, yet it also comes with responsibilities and particularly where investments are concerned, the need to act in an area that may be unfamiliar. That’s where Castlefield come in – founded to help charities to look after their assets, we’re an experienced team that can guide you through the necessary steps and work with you to ensure your mission is supported for the long-term. Whether you’ve plenty of personal experience of investing or little to none, we can explain best practice to help you understand how charities across the country approach investing their assets. We’re not simply charity investing experts though – we’re also leaders in responsible and sustainable (ESG) investing, an area at one with charity investing where your values are integral parts of your mission. We know how important it is for those values to be matched by your investments and we specialise in doing that. If you’d like to find out more about how we can help you, please get in touch. From helping you to define an appropriate investment strategy, to looking after your assets and helping you achieve your financial objectives, we’ll be alongside you every step of the way.

Our Philosophy

Active, multi-asset manager specialising in Environmental, Social and Governance (ESG) investing.