Services Provided
- Discretionary
- Advisory
Investment
- Wealth Manager, Investment Manager
- Founded 2002
Pooled Accounts
- Minimum Account £0
- Assets Under Management £18M
- Number Of Clients 32
Segregated Accounts
- Minimum Account £500K
- Assets Under Management £62M
- Number Of Clients 20
About Castlefield Investment Partners LLP
At Castlefield, charities are in our DNA. We understand that not-for-profit organisations have their own special concerns and constraints when it comes to investment.
Castlefield was originally established in 2002 to serve the sustainable investment needs of the charity sector. Today we help more than 65 charitable organisations invest sustainably for the long-term.
For over more than two decades, we’ve delivered competitive, values-based returns through an investment approach which is as rigorous as it is genuine.
This disciplined, fundamentals-based investing approach truly integrates and applies Environmental, Social & Governance (ESG) factors to make a positive difference to the world around us.
At Castlefield, responsible investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do. We offer values-based investment from the perspective of being a values-based organisation ourselves.
That’s why we’re known as the Thoughtful Investor ®.
We think our business is unique. We're an award-winning, employee-owned ethical investment and advice group that is part-owned by a grant-making charitable foundation.
We're proud members of the Employee Ownership Association and widely recognised for our expertise in responsible and sustainable investment.
This structure has helped us to define our values, predicated on long-term sustainable growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.
Recent accolades include winning the ‘Best Adviser Firm for ESG’ category at Professional Adviser Awards 2024 and being shortlisted in the ‘Best ESG Investment Strategy’ category at the 2024 City of London Wealth Manager Awards (COLWMA), and won the 'Best ESG Adviser' at the ESG Clarity Awards 2023. Additionally, Castlefield has received the 2024 ARC Research 3D Award, demonstrating our commitment to maintaining the highest standards of transparency, engagement, and integrity in investment management.
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Our Philosophy
Castlefield is an active, multi-asset manager specialising in responsible, sustainable, values-based investing - delivering disciplined, fundamentals-based investing truly integrating and applying Environmental, Social & Governance (ESG) factors.Our investment philosophy is distinctive in that it centres around the principle that the protection and growth of capital is always our starting point. Our approach then incorporates Environmental, Social and Governance (ESG) factors as an integral part of our investment process. We believe that the integration of ESG throughout the process delivers better outcomes for all stakeholders.