Rupert Lovesy
@rupertlovesy.bsky.social
Reposted by Rupert Lovesy
If you'd like a snapshot of the @castlefielduk.bsky.social Annual #Stewardship Report, this "at a glance" provides a short summary, with links to #investment case studies and articles in the full report - so you can quickly find out more!
Get your copy now:
www.castlefield.com/media/zi1b3p...
Get your copy now:
www.castlefield.com/media/zi1b3p...
May 30, 2025 at 10:52 AM
If you'd like a snapshot of the @castlefielduk.bsky.social Annual #Stewardship Report, this "at a glance" provides a short summary, with links to #investment case studies and articles in the full report - so you can quickly find out more!
Get your copy now:
www.castlefield.com/media/zi1b3p...
Get your copy now:
www.castlefield.com/media/zi1b3p...
Reposted by Rupert Lovesy
Our Thoughtful Investor® Approach integrates three important elements to meet the needs and values of our clients.
@castlefielduk.bsky.social Founder John Eckersley explains more about our proprietary #ethical #investment approach in this short video.
castlefield.com/home/media/v...
@castlefielduk.bsky.social Founder John Eckersley explains more about our proprietary #ethical #investment approach in this short video.
castlefield.com/home/media/v...
Video: Our Thoughtful Investor Approach
Castlefield Founder John Eckersley explains our proprietary Thoughtful Investor Approach
castlefield.com
June 2, 2025 at 11:25 AM
Our Thoughtful Investor® Approach integrates three important elements to meet the needs and values of our clients.
@castlefielduk.bsky.social Founder John Eckersley explains more about our proprietary #ethical #investment approach in this short video.
castlefield.com/home/media/v...
@castlefielduk.bsky.social Founder John Eckersley explains more about our proprietary #ethical #investment approach in this short video.
castlefield.com/home/media/v...
Reposted by Rupert Lovesy
In this piece for UK #Sustainable Investment & Finance Association (UKSIF), Castlefield #investment analyst Barney Timson introduces two recent examples of active #engagement with portfolio companies ahead of their AGMs.
Strengthening remuneration practices through active stewardshipBarney Timson, Assistant Investment Analyst, Castlefield – UKSIF
Barney Timson, Assistant Investment Analyst, Castlefield
uksif.org
June 2, 2025 at 2:42 PM
In this piece for UK #Sustainable Investment & Finance Association (UKSIF), Castlefield #investment analyst Barney Timson introduces two recent examples of active #engagement with portfolio companies ahead of their AGMs.
Reposted by Rupert Lovesy
We're delighted to see @castlefielduk.bsky.social feature so prominently in #Ethical Consumer Magazine's 'Ethical #Investment Funds' guide - recommended as one of the Best Buys.
www.ethicalconsumer.org/sites/defaul...
With Investment, capital is at risk
www.ethicalconsumer.org/sites/defaul...
With Investment, capital is at risk
Preview of Ethical Consumer, Issue 215, July/Aug 2025
ethicalconsumer.org 15 Funds which use a blend of the above approaches. Funds which aim to invest in assets that are environmentally and/or socially
www.ethicalconsumer.org
June 4, 2025 at 3:56 PM
We're delighted to see @castlefielduk.bsky.social feature so prominently in #Ethical Consumer Magazine's 'Ethical #Investment Funds' guide - recommended as one of the Best Buys.
www.ethicalconsumer.org/sites/defaul...
With Investment, capital is at risk
www.ethicalconsumer.org/sites/defaul...
With Investment, capital is at risk
Reposted by Rupert Lovesy
Despite limited exposure to the food industry #animalwelfare remains a priority for us.
Ffion Spencer, Castlefield's Stewardship Assistant, outlines our recent #engagement with Whitbread on its performance in the Business Benchmark on Farm Animal Welfare.
www.castlefield.com/home/media/b...
Ffion Spencer, Castlefield's Stewardship Assistant, outlines our recent #engagement with Whitbread on its performance in the Business Benchmark on Farm Animal Welfare.
www.castlefield.com/home/media/b...
April 23, 2025 at 8:39 AM
Despite limited exposure to the food industry #animalwelfare remains a priority for us.
Ffion Spencer, Castlefield's Stewardship Assistant, outlines our recent #engagement with Whitbread on its performance in the Business Benchmark on Farm Animal Welfare.
www.castlefield.com/home/media/b...
Ffion Spencer, Castlefield's Stewardship Assistant, outlines our recent #engagement with Whitbread on its performance in the Business Benchmark on Farm Animal Welfare.
www.castlefield.com/home/media/b...
Reposted by Rupert Lovesy
In an industry dominated by large American companies, SAP is a rare #technology giant born and raised in Europe.
#Investment Analyst David Gorman discusses how the German technology business is assisting customers in making the most of #AI capabilities.
www.castlefield.com/home/media/b...
#Investment Analyst David Gorman discusses how the German technology business is assisting customers in making the most of #AI capabilities.
www.castlefield.com/home/media/b...
April 24, 2025 at 2:35 PM
In an industry dominated by large American companies, SAP is a rare #technology giant born and raised in Europe.
#Investment Analyst David Gorman discusses how the German technology business is assisting customers in making the most of #AI capabilities.
www.castlefield.com/home/media/b...
#Investment Analyst David Gorman discusses how the German technology business is assisting customers in making the most of #AI capabilities.
www.castlefield.com/home/media/b...
Reposted by Rupert Lovesy
Head of Stewardship at @castlefielduk.bsky.social Ita McMahon, features in this piece for InsiderNW about how socially responsible investment is re-writing the rulebook with #investment and #wealth management.
Clients want this | North West Business Insider May 2025 | Insider Media
Magazine Article from North West Business Insider May 2025: How socially responsible investment is re-writing the rulebook with investment and wealth management.
www.insidermedia.com
April 25, 2025 at 9:15 AM
Head of Stewardship at @castlefielduk.bsky.social Ita McMahon, features in this piece for InsiderNW about how socially responsible investment is re-writing the rulebook with #investment and #wealth management.
Reposted by Rupert Lovesy
In this engagement piece, Castlefield Partner Ita McMahon updates on the meeting with Unicredit's Investor Relations team ahead of its AGM, to better understand their fossil fuel lending and plans to reduce lending to high carbon sectors.
www.castlefield.com/home/media/b...
www.castlefield.com/home/media/b...
April 26, 2025 at 9:17 AM
In this engagement piece, Castlefield Partner Ita McMahon updates on the meeting with Unicredit's Investor Relations team ahead of its AGM, to better understand their fossil fuel lending and plans to reduce lending to high carbon sectors.
www.castlefield.com/home/media/b...
www.castlefield.com/home/media/b...
Reposted by Rupert Lovesy
In her latest feature for PA Future Castlefield's Ita McMahon explores how company AGM ballots have become a battleground for #Diversity, #Equity and #Inclusion (DEI) issues.
Ita also looks at some of the emerging #DEI trends.
future.portfolio-adviser.com/agm-ballots-...
Ita also looks at some of the emerging #DEI trends.
future.portfolio-adviser.com/agm-ballots-...
AGM ballots: An unlikely DEI battleground - PA Future
Castlefield's Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
future.portfolio-adviser.com
February 18, 2025 at 2:23 PM
In her latest feature for PA Future Castlefield's Ita McMahon explores how company AGM ballots have become a battleground for #Diversity, #Equity and #Inclusion (DEI) issues.
Ita also looks at some of the emerging #DEI trends.
future.portfolio-adviser.com/agm-ballots-...
Ita also looks at some of the emerging #DEI trends.
future.portfolio-adviser.com/agm-ballots-...
Reposted by Rupert Lovesy
In this latest Co-owner Close Up, we spoke to Castlefield Fund Manager James Buckley.
James tells us about his role and the work of the #investment team, and shares details of his international family life and a penchant for whiskey (with an 'e'!).
James tells us about his role and the work of the #investment team, and shares details of his international family life and a penchant for whiskey (with an 'e'!).
Co-owner close up - James Buckley
We're Castlefield, an investment management and financial planning business at the forefront of ethical investing. That's why we're known as Thoughtful Investor ®
buff.ly
February 8, 2025 at 10:00 AM
In this latest Co-owner Close Up, we spoke to Castlefield Fund Manager James Buckley.
James tells us about his role and the work of the #investment team, and shares details of his international family life and a penchant for whiskey (with an 'e'!).
James tells us about his role and the work of the #investment team, and shares details of his international family life and a penchant for whiskey (with an 'e'!).
Reposted by Rupert Lovesy
If you'd like to learn how to align your charity's investments with your purpose and mission, then this #free #investment guide could be of interest.
Learn how #ethical investment could be of benefit to your charity, here: www.castlefield.com/media/rpipsl...
Learn how #ethical investment could be of benefit to your charity, here: www.castlefield.com/media/rpipsl...
February 20, 2025 at 4:08 PM
If you'd like to learn how to align your charity's investments with your purpose and mission, then this #free #investment guide could be of interest.
Learn how #ethical investment could be of benefit to your charity, here: www.castlefield.com/media/rpipsl...
Learn how #ethical investment could be of benefit to your charity, here: www.castlefield.com/media/rpipsl...
Reposted by Rupert Lovesy
When planning for #retirement, the amount you withdraw each year will rarely be a one-size-fits-all figure.
Castlefield adviser Olivia Bowen features in this piece for Investors' Chronicle about the pros and cons of the 4% retirement rule.
www.investorschronicle.co.uk/content/4c47...
Castlefield adviser Olivia Bowen features in this piece for Investors' Chronicle about the pros and cons of the 4% retirement rule.
www.investorschronicle.co.uk/content/4c47...
The pros and cons of the 4% retirement rule
The amount you take out from your portfolio, while making sure you do not run out of money, will rarely be a one-size-fits-all figure
www.investorschronicle.co.uk
February 11, 2025 at 9:31 AM
When planning for #retirement, the amount you withdraw each year will rarely be a one-size-fits-all figure.
Castlefield adviser Olivia Bowen features in this piece for Investors' Chronicle about the pros and cons of the 4% retirement rule.
www.investorschronicle.co.uk/content/4c47...
Castlefield adviser Olivia Bowen features in this piece for Investors' Chronicle about the pros and cons of the 4% retirement rule.
www.investorschronicle.co.uk/content/4c47...
Reposted by Rupert Lovesy
Join us in celebrating #GoodBusinessFortnight - two inspiring weeks dedicated to celebrating and championing #responsible business practices across the UK.
To find out more, visit: goodbusinesscharter.com/good-busines...
To find out more, visit: goodbusinesscharter.com/good-busines...
February 3, 2025 at 2:59 PM
Join us in celebrating #GoodBusinessFortnight - two inspiring weeks dedicated to celebrating and championing #responsible business practices across the UK.
To find out more, visit: goodbusinesscharter.com/good-busines...
To find out more, visit: goodbusinesscharter.com/good-busines...
Reposted by Rupert Lovesy
Are you looking for a #job with purpose?
As a financial planner at Castlefield you'll actively contribute to our purpose of 'gathering assets to do good'.
Explore our exciting #financialplanner opportunities today. #financejobs #JobAlert
www.castlefield.com/home/about-u...
As a financial planner at Castlefield you'll actively contribute to our purpose of 'gathering assets to do good'.
Explore our exciting #financialplanner opportunities today. #financejobs #JobAlert
www.castlefield.com/home/about-u...
February 6, 2025 at 3:29 PM
Are you looking for a #job with purpose?
As a financial planner at Castlefield you'll actively contribute to our purpose of 'gathering assets to do good'.
Explore our exciting #financialplanner opportunities today. #financejobs #JobAlert
www.castlefield.com/home/about-u...
As a financial planner at Castlefield you'll actively contribute to our purpose of 'gathering assets to do good'.
Explore our exciting #financialplanner opportunities today. #financejobs #JobAlert
www.castlefield.com/home/about-u...
Reposted by Rupert Lovesy
Delighted to say Castlefield has been nominated for two awards at the 2025 City of London Wealth Management Awards #COLWMAs - "Advisory Service" and "Charity Investment Service" categories.
Winners are decided by an online poll. Your support would be much appreciated!
colwma.com/index.php/vote
Winners are decided by an online poll. Your support would be much appreciated!
colwma.com/index.php/vote
February 7, 2025 at 9:12 AM
Delighted to say Castlefield has been nominated for two awards at the 2025 City of London Wealth Management Awards #COLWMAs - "Advisory Service" and "Charity Investment Service" categories.
Winners are decided by an online poll. Your support would be much appreciated!
colwma.com/index.php/vote
Winners are decided by an online poll. Your support would be much appreciated!
colwma.com/index.php/vote
Reposted by Rupert Lovesy
Starting next week is the Good Business Charter's #GoodBusinessFortnight - celebrating the #ethical practices of UK businesses, and raising awareness of why responsible action matters.
To learn about paving the way for a more #sustainable world go to:
goodbusinesscharter.com/good-busines...
To learn about paving the way for a more #sustainable world go to:
goodbusinesscharter.com/good-busines...
Good Business Fortnight 2025 - Good Business Charter
Good Business Fortnight will take place from 3rd to 14th February 2025 and will bring together everyone who is passionate about responsible business practices. The awareness fortnight will celebrate...
goodbusinesscharter.com
January 31, 2025 at 12:17 PM
Starting next week is the Good Business Charter's #GoodBusinessFortnight - celebrating the #ethical practices of UK businesses, and raising awareness of why responsible action matters.
To learn about paving the way for a more #sustainable world go to:
goodbusinesscharter.com/good-busines...
To learn about paving the way for a more #sustainable world go to:
goodbusinesscharter.com/good-busines...
Reposted by Rupert Lovesy
In this piece for PA Future, Michael Nelson covers Castlefield's #ThoughtfulInvestor approach and the re-naming of #sustainable funds in response to the #FCA's SDR labelling regime.
future.portfolio-adviser.com/invesco-and-...
future.portfolio-adviser.com/invesco-and-...
Invesco and Castlefield drop ESG-related terms in fund names - PA Future
Responding to fund labelling requirements under SFDR and SDR
future.portfolio-adviser.com
January 29, 2025 at 5:33 PM
In this piece for PA Future, Michael Nelson covers Castlefield's #ThoughtfulInvestor approach and the re-naming of #sustainable funds in response to the #FCA's SDR labelling regime.
future.portfolio-adviser.com/invesco-and-...
future.portfolio-adviser.com/invesco-and-...
Reposted by Rupert Lovesy
Multi-national consumer goods firm Unilever is held in a couple of Castlefield funds, so we noted with interest when the company announced the sale of its Russian operations.
Ita McMahon comments on the sale after a suitable buyer was identified.
Ita McMahon comments on the sale after a suitable buyer was identified.
Unilever exits Russia
Ita McMahon updates on the sale of Unilever's sale of Russian operations.
buff.ly
January 25, 2025 at 11:27 AM
Multi-national consumer goods firm Unilever is held in a couple of Castlefield funds, so we noted with interest when the company announced the sale of its Russian operations.
Ita McMahon comments on the sale after a suitable buyer was identified.
Ita McMahon comments on the sale after a suitable buyer was identified.
Reposted by Rupert Lovesy
Charities have always been at the heart of what we offer. Castlefield was founded in 2002 to serve the investment needs of the not-for-profit sector and is part-owned by a grant-making charity.
Find out about #ethical #investment for your charity: castlefield.com/home/our-ser...
Capital at Risk
Find out about #ethical #investment for your charity: castlefield.com/home/our-ser...
Capital at Risk
January 22, 2025 at 9:31 AM
Charities have always been at the heart of what we offer. Castlefield was founded in 2002 to serve the investment needs of the not-for-profit sector and is part-owned by a grant-making charity.
Find out about #ethical #investment for your charity: castlefield.com/home/our-ser...
Capital at Risk
Find out about #ethical #investment for your charity: castlefield.com/home/our-ser...
Capital at Risk
Reposted by Rupert Lovesy
In this Castlefield stock story #Investment Analyst David Gorman introduces Schneider Electric - the French electrical giant that's focused on the transition to clean energy and was recently named the World’s Most #Sustainable Corporation. Again!
www.castlefield.com/home/media/b...
Capital at risk
www.castlefield.com/home/media/b...
Capital at risk
January 23, 2025 at 4:36 PM
In this Castlefield stock story #Investment Analyst David Gorman introduces Schneider Electric - the French electrical giant that's focused on the transition to clean energy and was recently named the World’s Most #Sustainable Corporation. Again!
www.castlefield.com/home/media/b...
Capital at risk
www.castlefield.com/home/media/b...
Capital at risk
Reposted by Rupert Lovesy
Many self-employed people make little provision for #retirement as they miss out on pension auto-enrollment schemes.
In this Focus on #Pensions piece @castlefielduk.bsky.social adviser @rupertlovesy.bsky.social provides basic pensions guidance for self-employed.
www.castlefield.com/home/media/b...
In this Focus on #Pensions piece @castlefielduk.bsky.social adviser @rupertlovesy.bsky.social provides basic pensions guidance for self-employed.
www.castlefield.com/home/media/b...
Do I need a pension? Essential pension basics for the self-employed
Rupert Lovesy gives guidance on essential pension basics for self-employed people
www.castlefield.com
January 17, 2025 at 5:23 PM
Many self-employed people make little provision for #retirement as they miss out on pension auto-enrollment schemes.
In this Focus on #Pensions piece @castlefielduk.bsky.social adviser @rupertlovesy.bsky.social provides basic pensions guidance for self-employed.
www.castlefield.com/home/media/b...
In this Focus on #Pensions piece @castlefielduk.bsky.social adviser @rupertlovesy.bsky.social provides basic pensions guidance for self-employed.
www.castlefield.com/home/media/b...
Reposted by Rupert Lovesy
This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference #COP29, the Autumn budget, new #sustainable investment regulations and moustaches!
www.castlefield.com/home/media/n...
www.castlefield.com/home/media/n...
Castlefield in the news - Winter 2024
This latest ‘In the news’ piece provides a summary of recent press coverage over Winter 2024
www.castlefield.com
January 13, 2025 at 12:20 PM
This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference #COP29, the Autumn budget, new #sustainable investment regulations and moustaches!
www.castlefield.com/home/media/n...
www.castlefield.com/home/media/n...
Reposted by Rupert Lovesy
Ethical Financial Adviser and tech enthusiast Rupert Lovesy shares his experience of converting to a fully-electric car, offering a counter argument to some of the myths and negative opinions around EV ownership.
www.castlefield.com/home/media/b...
www.castlefield.com/home/media/b...
Together in Electric Dreams – Making the Switch
Ethical Financial Adviser and tech enthusiast Rupert Lovesy shares his experience of converting to a fully-electric car, offering a counter argument to some of the myths around EV ownership.
www.castlefield.com
January 10, 2025 at 2:18 PM
Ethical Financial Adviser and tech enthusiast Rupert Lovesy shares his experience of converting to a fully-electric car, offering a counter argument to some of the myths and negative opinions around EV ownership.
www.castlefield.com/home/media/b...
www.castlefield.com/home/media/b...