Simon Holman

Simon Holman, CFA, is a Partner at Castlefield Investment Partners, where they focus on managing client relationships, particularly for charity clients. Since joining the firm in 2010, Simon has transitioned from a hybrid role in equity analysis and fund management to primarily client management. Simon previously worked as a global equity analyst and investment manager at AEGON Asset Management, covering various sectors across Europe. They hold an MSc in Investment Analysis from the University of Stirling and a MA (Hons) in Spanish from The University of Edinburgh.