Senior investment appointment at Castlefield

Castlefield is delighted to announce the appointment of William Thomson to its Investment Management team.

Bill joins Castlefield having until recently been Head of Office at Brewin Dolphin, in Manchester.

With over 35 years’ investment management and leadership experience Bill is a well-known face within the industry. In this newly created position Bill will use his industry know-how to help build on Castlefield’s existing strong focus on client service to charity and private clients. He will also work closely with the Castlefield Client Engagement Team on new business development initiatives.

Castlefield Managing Partner, John Eckersley said: “Having first met Bill over thirty years ago and admired his achievements over the years from afar, I’m delighted that he’s decided to join the Castlefield team. We know he had a lot of interest from other investment management businesses but recognised that Castlefield, with its employee-owned structure and strong focus on clients’ values, is a unique opportunity.

“As a business with a heritage of managing money for charities, Bill’s experience of working with charity clients and as a charity trustee himself will be invaluable as we look to build on our own recent successes - such as being awarded a mandate by the charitable arm of the ethical research organisation, EIRIS”.

Bill Thomson said: “I’ve been an admirer of Castlefield for some time, as they’re recognised in the industry as a pioneer in the responsible investment field.

“As someone who’s worked predominantly at large investment houses for the last couple of decades, I’ve been particularly impressed by the attention to detail on ESG matters throughout the company. That makes it genuinely different within the sector and consequently difficult for more homogenised fund providers to deliver this level of attention. As investors demand a greater focus on ESG matters, it’s a trend that I think will grow further.”

“Castlefield has been delivering responsible and sustainable investment since it was first formed, long before it became popular, so the team knows what they’re doing. 2022 is also the firm’s 20th anniversary so it’s an exciting time to join.”

This appointment marks a trio of recent appointments, to support Castlefield’s broader growth strategy, with Nyle Yates joining as a Senior Executive in the IT team and Anita Mistry joining as Client Services Executive.