Castell Wealth Management

Wealth ManagerLondon, United Kingdom
$350M
Assets Under Management
London
Headquarters

About Castell Wealth Management

We are a progressive financial adviser that provides lifelong wealth management strategies for our clients. We offer a full range of services across investments, retirement, protection, banking and mortgages that are focused on helping you to achieve your life goals whilst also trying to make a positive impact on the world around us. We specialise in advice surrounding: - Business owners & business exits. - Pension drawdown & advice around defined benefit pensions. - Investment planning & sustainable investing.

Preferred Investment Types

Growth CapitalLong-Term InvestmentsPhilanthropy

Preferred Sectors & Themes

Business & Administrative ServicesCharitable InvestmentsConcierge ServicesConsumer BankingCorporate Finance ConsultingDebt ManagementDiversified Finance ConsultingESG & SustainabilityImpact InvestingInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingReal AssetsRetirement PlanningSocially Responsible Investments (SRI)Superannuation/Pension FundsWealth & Estate PlanningAlternative Investments

Preferred Geographies

United Kingdom

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Frequently asked questions

What type of investor is Castell Wealth Management?

Castell Wealth Management is a wealth manager based in London, United Kingdom, managing approximately $350M in assets.

Where is Castell Wealth Management headquartered?

Castell Wealth Management is headquartered in London, United Kingdom.

How much does Castell Wealth Management manage?

Castell Wealth Management manages approximately $350M in assets under management.

What does Castell Wealth Management invest in?

Castell Wealth Management focuses on Growth Capital, Long-Term Investments, Philanthropy, Business & Administrative Services, Charitable Investments, Concierge Services, Consumer Banking, Corporate Finance Consulting.

How can I contact Castell Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Castell Wealth Management are available on LPbacked. Create a free account to access them.