In this Ask an Adviser, we're talking about helping children prepare for university. Olivia Bowen answers the question, "How much financial support should I realistically plan to provide my child during university?"
Investment Analyst Barney Timson discusses the shareholder resolutions we supported in the last quarter, including at Lowe’s, Lennar, Nvidia and Alphabet.
We recently engaged with Microsoft, held in the Thoughtful World Equity Fund on its performance in the World Benchmarking Alliance’s Corporate Human Rights Benchmark.
During the quarter, we engaged with two companies held in the Thoughtful UK Smaller Companies Fund. Here, Ffion Spencer talks through the engagement with Fintel and Judges Scientific.
In this piece, Ita McMahon discusses our ongoing engagement with the insurance provider, Allianz, on their role in financing fossil fuel projects and commitments to decarbonisation.
In this Ask an Adviser, we're talking about financial advice. Pooja Shah answers the question, "What’s the difference between an independent financial adviser and restricted advice?"
In this latest featured stock story Castlefield Investment Analyst David Gorman introduces Fintel - held in our TM Castlefield UK Smaller Companies Fund.
As well as being a footballing superpower, Brazil has the largest economy in Latin America. In this latest stock story, Investment Analyst David Gorman introduces B3 - held in our Thoughtful World Equity Fund.
Cutting your environmental impact isn’t always about doing without or using less. Castlefield's Rupert Lovesy explains how moving to a dynamic energy tariff helps him to save money and use cleaner energy.
In this Ask an Adviser, we're talking about wills. Adviser Olivia Bowen answers the question, "I'm getting married, should I revisit my will?"
We have engaged with UniCredit, an Italian-listed bank, for three years on its role in financing new fossil fuel projects. Head of Stewardship Ita McMahon outlines how this engagement has informed our voting decisions.
We engaged with US pharmaceutical company Merck & Co, held in the Castlefield Thoughtful World Equity Fund, on animal testing, ingredients and packaging policies.
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