Our Charity Investment Management service helps charitable trustees navigate the investment challenges and opportunities

Charities tell us one of the best things about Castlefield's investment management is our specialised understanding of the sector.

We’re extremely proud of that fact, but the experience of our charity investment managers has not come by chance. We’ve built our knowledge by working very closely with individual boards of trustees and management teams, to support them through the investment management process and help them understand what's involved.

We're proud affiliates of a range of worthy organisations

  • Gbc Accredited Stamp Full Colour Rgb 500Px@72Ppi
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo
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Growth Blk

Investing thoughtfully for the long-term

Align Black

Proudly employee-owned

Hands Group Blk

Part-owned by a charitable organisation

Would you like to talk it through?

A good relationship starts with a conversation. We find a short call of around 15-minutes helps provide clarity of whether we may be able to help you, before we explore further options with a more in-depth consultation. Both of these are free and there's no obligation. 

Please get in touch today to find out how we may be able to help you on 0161 233 4890.

​If you aren’t ready for a call, please email us at enquiries@castlefield.com and we’ll do our best to answer your questions.

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We're proud to be an award-winning financial advice and investment business

  • Paawards24 Winner Social Tile Best Adviser Firm For ESG
  • Best ESG Adviser
  • Colwma Nomine 2023
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Supporting charitable trustees with their investment management responsibilities

As our charity investment managers are in such close contact with our clients in the charitable sector, we’re able to share current best practice and emerging themes as they’re happening.

We’ll always make it easy for you to reassure yourself that what we provide is as good as you’d expect from the best the City has to offer.

That means that our clients don’t have to rely on generic indices to see if we’re good at our job. They can view real-world comparisons against other charities and gain a greater understanding of just how effective our management of their money is.

At Castlefield, we also dislike unnecessary risk. So, we work hard to avoid it. We’re also not keen on jargon. It’s all too prevalent in the investment field and we think it needs demystifying. What we like is keeping in constant touch with you, so that you’ll always understand the need for change when it’s necessary and feel completely comfortable with it.

Glossary

At Castlefield we try hard to dispel as much jargon and as many acronyms as possible.

We've put together a handy glossary with a guide to some of the most commonly used investment and financial industry terms.

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SEE ALL