Barchester concludes investment review for UK Charity

Barchester Green Investment recently concluded it's review of the investment policies and procedures of a large UK Charity; Family Action.

Over a year was spent researching the investment market and agreeing a revised Statement of Investment Principles for the organisation with the mandate finally awarded to SEI Europe a large specialist multi-manager. "This has been a major project and we expect that this brings our total assets under advice to the £100 million mark" commented Jackie Adams (Managing Partner)

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Following on from the publishing of our Stewardship report, we have released our Voting Guidelines...

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We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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The Better Society Awards 2018

Castlefield have been shortlisted for three categories in this year’s Better Society Awards.

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