Castlefield Insights: Summer 2024

For the latest instalment of the Castlefield Insights Newsletter our annual stewardship report takes centre stage. It’s a comprehensive account of the stewardship and engagement activities we’ve undertaken over the last year. In this year's report, we’ve also included a series of short videos from our fund managers to introduce their funds.

We’re also delighted to share a few recent achievements with you, as we celebrate being named as the 'Best Adviser Firm for ESG', along with being recognised as one of the best financial advice firms to work for. 

View the latest Summer 2024 edition of Castlefield Insights newsletter below or download a pdf version here.

Our expert team also share a collection of practical pieces including steps high earning parents should take in the light of changes to child benefit, and whether you need to make a power of attorney.

Alongside this we share some recent opinion pieces and featured articles from our expert team, including how attitudes towards sustainable investment differ by age, how investing in vaccines improves health equity across the globe, and how client feedback has helped to shape our approach to voting.