UK-based ethical investment firm Castlefield Capital has signed an agreement to acquire financial adviser Barchester Green.
The company is planning to establish a large dedicated ethical investment advice business by merging Barchester Green with its adviser unit Gaeia. Castlefield had acquired the financial adviser in 2011.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Castlefield CEO John Eckersley told Blue & Green Tomorrow that the long-term plan was to become the natural place to come for responsible investment advice.
"What I’m hoping it will do is properly put us a little bit more on the radar with other advisory firms who are in this sector already, or individuals thinking they want to be in it. We’re very open to conversations about further growth," added Eckersley.
Castlefield is planning to launch a joint office in London for the merged business of Manchester-based Gaeia and Barchester Green. Barchester has offices in London, Salisbury, Southampton, Exeter, Bristol and Devon.
Gaeia director Olivia Bowen told the news agency that the addition of Barchester gives the company greater clout to influence the financial services industry, lobby for responsible capitalism and share ownership, and push for stronger corporate responsibility across all the sectors in which it has invested.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
