Welcome to our world

We’re Castlefield, a family of investment and advisory businesses with a focus on our clients’ aspirations. Shared ownership and the fact that our employees and even our clients can share in our business and profits, lies at the heart of our company. It’s what makes us different and it’s the driving force behind our success.

Our story began in 2002 when a small team of colleagues decided to found a business that could provide a truly personal service. A business with clients at its heart, that could also give colleagues the chance to share in its success. The core of our expertise came from the UK fund management arm of a major pan-European private banking group. Managing investments for charities was a major focus; it still is today. In fact, we’re proud to include some 50 charities on our list of clients. But we also provide a diverse range of other services to clients who share our outlook; which is increasingly guided by our colleagues with over 20 years of ethical investment experience.

We think our business is unique. From day one, the people involved in our day-to-day work and a major grant-making charitable trust have held a meaningful stake in our business. It’s helped us to define our values as being founded on long term sustainable growth, employee share ownership, independence and innovation, respect and responsibility. All of which aim to create an environment in which colleagues can achieve their full potential.

We’ve also gifted a stake in our business to our clients. It felt like the right thing to do and just one more step towards a true partnership between founding shareholders, colleagues, charitable beneficiaries and clients.

Discover our family of businesses: