Castlefield in the news - Winter 2024
Our regular ‘In the news’ feature summarises some of the recent press coverage, interviews and opinion pieces that Castlefield co-owners have featured in over the last few months.
Some of the topics covered in this latest piece include the UN’s climate conference COP29, the Autumn budget, new regulations around sustainable investment, and cultivating moustaches! We also stake a claim to providing the cutest picture ever on PA Future, as Fund Manager Callum Wells shares his Christmas with his son George.
PA Future
Callum Wells features in the latest New Era piece for Portfolio Adviser Future. Callum reflects on 2024 and discusses the firm’s successful initiative to prevent gym harassment, and his letters to central bank governors.
If that wasn't enough, Editor Natalie Kenway described the accompanying photo as "the cutest picture we have ever had on PA Future".
Money Marketing
Castlefield’s Head of stewardship Ita McMahon talks to Money Marketing about the firm's approach to adopting the FCA’s Sustainability Disclosure Requirements labels for its funds.
She explains Castlefield “remain supportive of the labelling system”.
Professional Adviser
The Castlefield Movember team was recognised in Professional Adviser’s 'Feel Good Friday' piece. The team raised over £1,900 through a series of fundraising activities, including bake sales, activity challenges and growing a customary moustache.
https://www.professionaladviser.com/news/4119588/feel-good-friday-pa
Professional Adviser
We are delighted to share that we made the final shortlist for the 2025 Professional Adviser Awards in the 'Best Adviser for ESG' category!
https://www.professionaladviser.com/news/4382686/pa-awards-2025-adviser-category-shortlists-revealed
PA Future
The long-term role of COP has been questioned following the recent conclusion of the COP29 event.
Castlefield's David Gorman features in a review of the UN Climate Conference for PA Future.
https://future.portfolio-adviser.com/future-of-cop-called-into-question-as-cop29-is-blasted-a-farce/
What happens when engagement efforts with an investee company have reached the end of the road?
Castlefield Partner Ita McMahon explains when it's time to say goodbye, in this piece for PA Future.
https://future.portfolio-adviser.com/time-to-say-goodbye/
City AM
Why are Brits lagging behind other countries in investing their cash in the stock market?
Olivia Bowen shared her thoughts in this piece for City AM.
https://www.cityam.com/why-brits-wont-back-the-stock-market-over-cash/
In another piece for City AM, Rupert Lovesy shared his views with on how retail investors were bracing for a tax raid in the Autumn budget.
https://www.cityam.com/how-retail-investors-are-bracing-for-a-rachel-reeves-tax-raid/
FT Adviser
In a piece for FT Adviser titled "investment managers must show integrity over fees", Ewelina Niziolek-Wilson, Head of People & Improvement at Castlefield agrees companies can demonstrate integrity in how they incentivise fund managers.
She suggests 'collective performance' incentives and non-cash rewards aligned to a company's values.
https://www.ftadviser.com/investments/2024/10/11/investment-managers-must-show-integrity-over-fees/
Rachel Tomlins from The Charity Service and Castlefield adviser Olivia Bowen discuss the subject of Talking to clients about Philanthropy in this piece for FT Adviser.
Money Marketing
Castlefield Founder John Eckersley was interviewed by Money Marketing for their MM Meets feature.
You can find out how John founded the business 22 years ago, and learn about his passion for classical music in this MM Meets piece.
The information and opinions contained in this article do not constitute advice or a recommendation nor an offer to buy or sell any security or other financial instrument.
With investment, capital is at risk.