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Psigma Investment Management
Castle Investment Solutions
Working with you.
Psigma is delighted to be working in partnership with Castle Investment Solutions.
As pioneers of inflation-plus investing, we focus on growing the real value of assets over the long term whilst protecting wealth in volatile markets.
Many of our investment managers previously worked for large investment companies where they were unable to offer a truly bespoke investment solution. We launched Psigma to offer a solution to this problem and created a business capable of providing a personal and bespoke investment service for you and your clients. Psigma are an operationally independent part of the established and privately owned Punter Southall Group. We launched in 2002 and have established our business on providing an exceptional investment experience. Today, we look after more than £3bn of assets, managed by our highly experienced investment managers.
Psigma pioneered the use of ‘Inflation-plus’ investing and this diversified approach to investing has been instrumental in delivering real returns with lower volatility. Our flexible and forward thinking investment process allows us to adapt and act quickly, capturing value as well as having the ability to protect investments in falling markets.
Why choose Psigma and what makes us different?
- Pioneers of inflation-plus investing – we focus on growing the real value of your assets over the long term
- Diversified and highly disciplined approach to risk – we focus on protecting assets in extreme market conditions
- Transparency is fundamental – awarded the ARC 3D Award recognising transparency, engagement and integrity
Learn more about us . To access client forms please scroll down.
Your dedicated Psigma contacts are on hand to answer any questions you may have.
Forms & Literature
- Client forms
- Portfolio Characteristics
- Socially Responsible Investing
- AIM IHT Portfolio Service
- Fund of Funds
- Terms and Conditions
Socially Responsible Investing
AIM IHT Portfolio Service
Fund of Funds
Terms and Conditions
Business Development Director
Stewart graduated from Oxford Brookes University in 2005 in Languages for Business: French and Japanese. Stewart has worked in financial services since 2006 starting his career in Protection Marketing for Skandia. Two years later Stewart became a Business Consultant helping financial advisers develop their business propositions in the run up to RDR. He was responsible for implementing investment processes and strategies in advisory firms to help drive efficiencies in the business and grow AUM. Stewart joined Psigma to strengthen our presence in the IFA market. Stewart holds the level 4 Diploma in financial planning and is a member of the PFS.
020 3327 5394
Sanjeev Chopra, CFA
Sanjeev graduated with a BSc in Economics from Brunel University and a MSc in Finance from Birkbeck college, before joining JP Morgan in 1996 on their Graduate Programme. He subsequently joined HSBC, embarking on a 19-year career with the Group, where his roles included the management of portfolios for international clients, providing advisory & discretionary investment advice to Middle East clients, business development of offshore clients and lastly managing portfolios for UK private clients. Sanjeev joined Psigma in January 2017 as Investment Director. Sanjeev is a CFA Charterholder, a Chartered Fellow of the CISI and a Chartered Wealth Manager.
020 3327 5464
Senior Business Development Associate
Muriel graduated from Wilfrid Laurier University in Ontario, Canada in 2018 with two Honours degrees: a BBA and a BA in Financial Mathematics. She has previously completed co-op terms at the Bank of Montreal, BlackBerry and SAP, and moved to the UK to join Psigma in March 2019. Muriel’s role within the Business Development team is to help build adviser relationships and support the team across the full sales process.
020 3327 5449
On this site you can access client valuations, transaction histories, statements and our extensive market commentary.Visit the Client Portal
Meet your Psigma Team
Find out more about your dedicated Castle Investment Solutions contacts. They will be on hand to answer any questions you have.View Psigma Team
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Manged Portfolio Service
Our Managed Portfolio Service offers a range of six highly-diversified managed portfolios. This service provides a cost-effective way to access our investment expertise. Our Managed Portfolio Service is available to private clients with assets over £50,000 to invest.View our latest factsheets