Over 20 years of success
We, Castlestone Management, are an independently owned, regulated Investment Advisory firm that provides services based on foresight, appropriateness and with the aim of meeting the long-term investment objectives of investors. This is consistent with our aim to provide funds that are unleveraged, completely transparent, simple to understand and only hold liquid investments. Today we advise on two UCITS funds focusing on equities. Our funds have unique strengths, created to meet specific needs of investors and allow portfolio diversity. Whether your target is long term stability, or targeted exposure to certain asset classes, our fund range and services aim to deliver long-term results for both intermediaries and their clients.
Informed Investment Decision Making
Founder & CEO
Angus is the CEO and founder of Castlestone Management LLC and heads up the Investment Committee for the company. Angus previously held the position as President of Macquarie Bank (USA) Inc. in New York and was Co-Head of the International Equity Department of NatWest Markets USA. Angus holds a Bachelor of Financial Economics from the University of London, England.
Head of Trading
Peter is the Head of Trading at Castlestone Management LLC and has over twenty-five years trading and sales experience. Peter began working for Merrill Lynch in 1987 and held positions with their Institutional Capital Markets Group, International Operations Division, Institutional Advisory Group and Global Capital Markets Division and has also managed equity trading desks in New York and San Francisco. Peter holds a Bachelor of Arts in Political Science from Fordham University, Bronx, New York.
FUND RESEARCH, ANALYSIS & OPERATIONS
FUND RESEARCH & ANALYSIS
FUND RESEARCH & ANALYSIS
HEAD OF INVESTOR RELATIONS
CRM MANAGER & DISTRIBUTION OPERATIONS
Identifying future opportunities
Castlestone Investment Funds
Castlestone Management LLC brings a unique product offering two UCITS funds.
Through low volatility and enhanced growth strategies, Castlestone funds target stable performance, as well as potential upside.
Low Volatility income ucits fund
The Low Volatility Income UCITS Fund is designed to provide investors with long term capital appreciation by investing in US listed equities.
Supporting your growth
How to invest
Our funds are available on most major distribution platforms, life companies and pension providers. If you are unable to access our funds via your preferred investment provider, please contact us so that we can work to rectify this and/or support you with the application process so that you may invest with us directly.
AQA Capital Limited
AQA Capital Limited - provides management company services to institutional and individual clients by utilizing the experience garnered from the staff’s collective years in the financial market. AQA Capital can provide management company services to clients regardless of fund jurisdiction or asset class, based on operations in Malta, Italy and its partnerships in Luxembourg and Ireland. As a Super Management Company licensed by the Maltese Financial Services Authority, AQA Capital offers UCITS and AIF funds that are both internally managed or with the white label solution. AQA Capital is authorized to manage both UCITS and AIFs and is ready to operate on the entire Value Chain so clients can determine which of our skills best suits their personal financial interests.
Calamatta Cuschieri Fund Services Limited
Calamatta Cuschieri Fund Services Limited - is one of Malta’s largest financial services firms that pioneered the Maltese financial services industry as early as 1972. With a philosophy to consistently service clients in an honest and personalized manner, Calamatta Cuschieri has moved from strength to strength gaining an excellent reputation along the way. Today the company offers a wide range of services across a variety of financial assets, these include Independent Investment Advice, Live Online Trading, Fund Services, Investment Management Services & Discretionary Portfolio Services amongst others.
Swissquote Financial Services (Malta) Limited
Swissquote Financial Services (Malta) Limited - offers two primary services: global securities trading accounts for institutional and private clients and depositary services to Malta-based UCITS, AIF, NAIF, PIF and offshore-based fund structures. Their clients are asset managers, investment managers, fund managers, private wealth and family offices, financial institutions, professional individuals and fund structures.
Deloitte Audit Limited Malta
Deloitte Audit Limited Malta - operates as a limited liability company, established under the Maltese law, with registered office at Deloitte place TriqL-Intornjatur Central Business District, CBD 3050, Malta and registration number C51312.
Swissquote Bank Ltd - Switzerland – Bank
Swissquote Bank Ltd
Swissquote Bank Ltd - holds a banking license issued by its supervisory authority the Swiss Federal Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association. Its mother company, Swissquote Group Holding Ltd, is listed on the SIX Swiss Exchange (symbol: SQN).
Ganado Advocates – AQA Fund Legal Services
Ganado Advocates - has a long heritage. Founded originally in Valletta – Malta’s Capital City – they trace their roots back to the early 1900’s. Today They are one of Malta’s foremost law practices.