Meet the team

  • Summayya Mosam

Head of Client Services & IT

BSc (Hons), Chartered FCSI, MSc (Distinction)

In 2003 I joined the Castlefield investment management business as its first externally-recruited employee. Working for an employee owned firm is important to me, and what could be better than working for an employee owned firm that is also part owned by a charitable foundation and chimes my own values…

I am a Chartered Fellow of the Chartered Institute for Securities & Investment, hold a Diploma in Regulation & Compliance and in late 2019 completed an MSc in Financial Services Management.

Being a busy working mum, my most precious thing to do outside work is to be with my children, family and friends. There is usually a lot of food involved too!