Simon Holman, Cfa

Simon Holman, Cfa Email and Phone Number

Partner, Client Management @ Castlefield
Manchester, England, GB
Simon Holman, Cfa's Location
Manchester Area, United Kingdom, United Kingdom
Simon Holman, Cfa's Contact Details

Simon Holman, Cfa work email

Simon Holman, Cfa personal email

n/a
About Simon Holman, Cfa

An Equity specialist, both as an Analyst and as Fund Manager. The majority of my experience has been focused on Continental Europe while my current role is mainly UK-geared. In addition, I have further analytical experience in US, Global and Emerging Market contexts. I am fluent in Spanish, possess reasonable French and basic Italian.Specialties: I am a CFA Charterholder, completing the qualification in 2006.

Simon Holman, Cfa's Current Company Details
Castlefield

Castlefield

View
Partner, Client Management
Manchester, England, GB
Website:
castlefield.com
Employees:
2
Simon Holman, Cfa Work Experience Details
  • Castlefield
    Partner, Client Management
    Castlefield
    Manchester, England, Gb
    View
  • Castlefield
    Partner, Investment Management
    Castlefield Jan 2019 - Present
    Responsible for looking after our client relationships and their accounts, and the delivery of our Managed and Premium Portfolio Services that offer clients the ability to invest according to their values.Lead manager on our Castlefield B.E.S.T Sustainable Portfolio Growth and Portfolio Income Funds, our sustainability-focused fund-of-funds. Responsible for the asset allocation on our Model Portfolio Services as currently available on Aviva and Novia platforms. Castlefield specialises in managing investments for the charity sector, which represents the majority of our direct relationships on the investment team.
    View
  • Castlefield
    Partner, Investment Manager
    Castlefield Nov 2010 - Jan 2019
    Investment Manager for suite of OEICs & individual client portfolios, providing research & strategy input for the Castlefield UK Opportunities and Castlefield Managed Multi-Asset Funds. Fund Manager of the Castlefield B.E.S.T Income fund, our UK equity income fund with an ethical and sustainability-focused mandate.Sharing client-facing responsibilities for advice, presentations and communications. Overall responsibility for our Managed Ethical Discretionary Service provided to clients wishing to invest their funds in accordance with their values.Castlefield specialises in managing investments for the charity sector, which represents the majority of our clients.
    View
  • Aegon Asset Management
    Investment Manager - Europe
    Aegon Asset Management Mar 2004 - Oct 2009
    Fund Manager/Analyst across Aegon's Europe ex-UK Fund range Analytical coverage of sectors including Capital Goods, Autos, Oil & GasFurther experience covering Steel, Airlines, Utilities, Tobacco Responsible for monitoring Emerging European markets
  • Aegon Asset Management
    Global Equity Analyst, Global Cyclicals Team
    Aegon Asset Management Mar 2002 - Mar 2004
    Coverage of Autos, Aerospace & Defence and Engineering & Machinery across Global marketsProviding input to Global Strategy team
  • Aegon Asset Management
    Analyst, European Team
    Aegon Asset Management Nov 2000 - Mar 2002
    Trainee position on the European deskAssistant on European Smaller Companies FundCoverage of Engineering & Machinery, Steel, Pulp & Paper, Aerospace & Defence sectors

Simon Holman, Cfa Skills

Equities Portfolio Management Investments Asset Managment Equity Research Wealth Management Investment Management

Simon Holman, Cfa Education Details

Frequently Asked Questions about Simon Holman, Cfa

What company does Simon Holman, Cfa work for?

Simon Holman, Cfa works for Castlefield

What is Simon Holman, Cfa's role at the current company?

Simon Holman, Cfa's current role is Partner, Client Management.

What is Simon Holman, Cfa's email address?

Simon Holman, Cfa's email address is si****@****o.co.uk

What schools did Simon Holman, Cfa attend?

Simon Holman, Cfa attended The University Of Edinburgh, University Of Stirling.

What skills is Simon Holman, Cfa known for?

Simon Holman, Cfa has skills like Equities, Portfolio Management, Investments, Asset Managment, Equity Research, Wealth Management, Investment Management.

Who are Simon Holman, Cfa's colleagues?

Simon Holman, Cfa's colleagues are Callum Wells, Ellie Walley, Joe Kelly, Bronwyn Riley, William Thomson, James Buckley, Lucy Conboy.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.