NEWS, Insights & MEDIA

Castlefield has partnered with independent client feedback platform, VouchedFor, to gather valuable feedback from the people who matter most: our clients.

Castlefield confirms that Matt Ralph has assumed the role of Chief Executive Officer

Castlefield has launched an enhanced employee value proposition following an engagement survey and feedback programme involving colleagues across the business.

Topics covered in this round-up of recent press coverage include the gender ISA gap, collaborative engagement, excessive executive pay and “sustainable” investment funds continuing to invest in Russia.

We're delighted to launch the Sustainability Report for our Thoughtful Growth Portfolio Fund, including information about the Fund’s Sustainability Approach and how it performs in relation to Sustainability Metrics.

Some of the topics covered in the Spring 2026 update include upcoming inheritance tax changes, the role of AI in financial advice, building an ethical Isa and Castlefield’s approach to CEO pay.

Topics in the Summer 2025 "In the News" include the ethics of AI, how charitable giving could impact on inheritance tax, and views around a potential wealth tax. There's also studio recording for Asset TV.

As part of our ongoing commitment to climate action, we contributed to the Science Based Targets initiative (SBTi) consultation on Version 2 of the Corporate Net-Zero Standard.

Castlefield celebrates its approach to gender equality by meeting its target of 50/50 female representation in senior roles for 8th consecutive year, as part of its commitment to the Women in Finance Charter.

Castlefield announces the launch of a new Global strategy - the TM Castlefield Thoughtful World Equity fund

We're delighted to publish the latest Annual Stewardship Report for 2024.

This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference COP29, the Autumn budget and moustaches!