Castlestone Asset Management

 
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About us

Castlestone Management is an independently owned asset manager that provides investment management services based on foresight, appropriateness and with the aim of meeting the long term investment objective of its investors. This is consistent with our aim to provide funds that are unleveraged, completely transparent, simple to understand and most importantly that our funds only hold liquid instruments.  

History

Founded in 1996 by Angus Murray, a former President of Macquarie Bank USA Inc. and Co-Head of the International Equity Department of NatWest Markets USA, Castlestone Management began managing assets as a European Family Office in 1997. Our investment philosophy is based on the University Endowment strategy and influences the way we manage money for our clients. We continue to develop our investment expertise by employing highly qualified Investment Professionals.

Clients

Our funds are available to financial intermediaries and their clients. We have over 400 partners around the world who understand and allocate to our funds. Our funds are not for distribution in the USA. Castlestone Management endorses clients' use of financial intermediaries to understand their individual risk profile so as to assess the appropriateness of our funds to their investment portfolio.

Experience & strategy

We continue to employ the highest quality Investment Professionals and Analysts who have the skill set to manage and develop our funds. Our Investment Professionals' experience gives us the ability to have insight into the impact of market conditions on fund performance and therefore the effect on wealth creation. Our investment philosophy is influenced by the long term approach taken by University Endowments. We believe this philosophy should enable our funds to complement any investor's portfolio.

Transparency

Our intermediaries and their clients receive monthly performance updates and regular research reports. We host seminars and events designed to clarify the markets, our funds and client portfolios. This level of transparency creates maximum understanding and supports informed investment decision making.

Independent oversight

Castlestone Management fully endorses independent oversight of the operations of the business. Our internal processes, procedures and compliance department are monitored by external parties, including an independent Administrator and Custodian. In addition, we appoint independent Directors to our funds. Our funds are externally audited.

Funds

Our range of funds has unique strengths, created to meet specific needs and allow portfolio diversity. Whether your target is long term stability, or targeted exposure to certain asset classes, Castlestone Management delivers precisely what intermediaries and clients demand.