In the Money Wise UK Podcast episode, host George speaks with David McNeil of Castlebay as the firm celebrates its 10th anniversary. David shares his journey into investment management, from an early fascination with stockbroking to co-founding Castlebay in 2013. He discusses the firm’s unique approach to quality value investing, maintaining a low turnover strategy (10% annually) and a long-term perspective.

The conversation explores the challenges of running an independent investment firm, including regulation, technology adoption, and industry consolidation. David highlights Castlebay’s commitment to transparency, independence, and building long-term relationships with investors, contrasting trends in larger asset management firms.

Please tune in for insights into Castlebay’s investment philosophy, approach to ESG integration, and vision for the future.

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Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns, and investments can fall and rise. Any mention of a company is not a recommendation.

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