Simon Holman, Cfa
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Simon Holman, Cfa Email & Phone Number

Partner, Client Management at Castlefield
Location: Manchester Area, United Kingdom, United Kingdom 6 work roles 2 schools
1 work email found @castlefield.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@castlefield.com
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Current company
Castlefield
Role
Partner, Client Management
Location
Manchester Area, United Kingdom, United Kingdom
Company size
2 employees

Who is Simon Holman, Cfa? Overview

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Quick answer

Simon Holman, Cfa is listed as Partner, Client Management at Castlefield, a company with 2 employees, based in Manchester Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at castlefield.com and a matched LinkedIn profile for Simon Holman, Cfa.

Simon Holman, Cfa previously worked as Partner, Investment Management at Castlefield and Partner, Investment Manager at Castlefield. Simon Holman, Cfa holds Ma (Hons), Spanish from The University Of Edinburgh.

Company email context

Email format at Castlefield

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*@castlefield.com
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AeroLeads found 1 current-domain work email signal for Simon Holman, Cfa. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Equities, Portfolio Management, Investments, Asset Managment, and 3 others.

Current workplace

Simon Holman, Cfa's current company

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Castlefield
Castlefield
Partner, Client Management
Manchester, England, GB
Website
castlefield.com
Employees
2
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Company profile
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6 roles

Simon Holman, Cfa work experience

A career timeline built from the work history available for this profile.

Partner, Client Management

Castlefield

Manchester, England, GB

Partner, Investment Management

Current
Castlefield

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.

Jan 2019 - Present

Partner, Investment Manager

Castlefield

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.

Nov 2010 - Jan 2019

Investment Manager - Europe

Aegon Asset Management

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

Mar 2004 - Oct 2009

Global Equity Analyst, Global Cyclicals Team

Aegon Asset Management

Coverage of Autos, Aerospace & Defence and Engineering & Machinery across Global marketsProviding input to Global Strategy team

Mar 2002 - Mar 2004

Analyst, European Team

Aegon Asset Management

Trainee position on the European deskAssistant on European Smaller Companies FundCoverage of Engineering & Machinery, Steel, Pulp & Paper, Aerospace & Defence sectors

Nov 2000 - Mar 2002
Team & coworkers

Colleagues at Castlefield

Other employees you can reach at castlefield.com. View company contacts for 2 employees →

DL Daniel Lonsdale Daniel Lonsdale Colleague at Castlefield Manchester Area, United Kingdom, United Kingdom View → MO Mundia Oluda Mundia Oluda Colleague at Castlefield Manchester Area, United Kingdom, United Kingdom View → WT William Thomson William Thomson Colleague at Castlefield Congleton, England, United Kingdom, United Kingdom View → AM Anita Mistry Anita Mistry Colleague at Castlefield Manchester Area, United Kingdom, United Kingdom View → MW Mandy White Mandy White Colleague at Castlefield Manchester, England, United Kingdom, United Kingdom View → EH Emma Hudson Emma Hudson Colleague at Castlefield United Kingdom, United Kingdom View → SM Summayya M. Summayya M. Colleague at Castlefield Greater Manchester, England, United Kingdom, United Kingdom View → BT Barney Timson Barney Timson Colleague at Castlefield Stockport, England, United Kingdom, United Kingdom View → BR Bronwyn Riley Bronwyn Riley Colleague at Castlefield Macclesfield, England, United Kingdom, United Kingdom View → DE David Elton, Cfa David Elton, Cfa Colleague at Castlefield United Kingdom, United Kingdom View →
2 education records

Simon Holman, Cfa education

Msc, Investment Analysis

University Of Stirling

Completed 1-year postgraduate course in Investment Analysis Dissertation topic: Company Analysis of Manchester Utd PLC

FAQ

Frequently asked questions about Simon Holman, Cfa

Quick answers generated from the profile data available on this page.

What company does Simon Holman, Cfa work for?

Simon Holman, Cfa works for Castlefield.

What is Simon Holman, Cfa's role at Castlefield?

Simon Holman, Cfa is listed as Partner, Client Management at Castlefield.

What is Simon Holman, Cfa's email address?

AeroLeads has found 1 work email signal at @castlefield.com for Simon Holman, Cfa at Castlefield.

Where is Simon Holman, Cfa based?

Simon Holman, Cfa is based in Manchester Area, United Kingdom, United Kingdom while working with Castlefield.

What companies has Simon Holman, Cfa worked for?

Simon Holman, Cfa has worked for Castlefield and Aegon Asset Management.

Who are Simon Holman, Cfa's colleagues at Castlefield?

Simon Holman, Cfa's colleagues at Castlefield include Daniel Lonsdale, Mundia Oluda, William Thomson, Anita Mistry, and Mandy White.

How can I contact Simon Holman, Cfa?

You can use AeroLeads to view verified contact signals for Simon Holman, Cfa at Castlefield, including work email, phone, and LinkedIn data when available.

What schools did Simon Holman, Cfa attend?

Simon Holman, Cfa holds Ma (Hons), Spanish from The University Of Edinburgh.

What skills is Simon Holman, Cfa known for?

Simon Holman, Cfa is listed with skills including Equities, Portfolio Management, Investments, Asset Managment, Equity Research, Wealth Management, and Investment Management.

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