Perpetual Guardian buys Castle Point Funds Management

Perpetual Guardian CEO Patrick Gamble said the acquisition expands his firm's retail market presence.

Tue, 04 Jun 2024

Estate planning and investment firm Perpetual Guardian Group has acquired Castle Point Funds Management for an undisclosed sum to expand its retail market presence.Signed Tuesday, the acquisition of Castle Point follows Perpetual Guardian's purchase of the private wealth division of Trustees Executors Limited in February.Founded in 2013, Castle Point has $300 million under management across three fund options.Perpetual Guardian chief executive Patrick Gamble said the deal aligns with the company’s plan to broaden investment into the r...

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