Walking the path to wealth, together
We believe the journey to wealth is best taken together. As the trusted investment partner of financial advisers and investors, we seize opportunities and turn them into results, consistently delivering the stability and expertise you need.
Our commitment is to be your reliable constant, so you can focus on what matters to you, while we help build long-term wealth.
I’m an individual investor
Count on us to manage your wealth, while offering you choice and investment flexibility.
This is me
I’m a professional adviser
Discover our range of investments designed to work harder for you and your clients.
I’m an individual investor
Count on us to manage your wealth, while offering you choice and investment flexibility.
This is me
I’m a professional adviser
Discover our range of investments designed to work harder for you and your clients.
This is meSolutions to meet your goals
Navigating global investment markets has never been harder. But investing with Casterbridge means you’re never alone. We work closely with advisers and investors to turn strategic insights into actionable decisions that adapt to market changes, steering investors on course for long-term success.
Discretionary Portfolio Service
A dedicated investment manager, real-time decision-making and access to expert research, all focused on achieving your long-term financial goals.
Hardy Managed Portfolios
Seven actively managed risk-targeted portfolios to choose from, with active and passive investments combined in one diversified, performance-focused solution.
The Casterbridge
difference
Who we are
We’re an independent, discretionary fund management business, created to give investors choice and flexibility while achieving their long-term financial objectives. Run by a passionate group of colleagues, we’re deeply committed to serving generations of clients.
Our approach
We offer something different: independent and agile investment management. Our experienced investment managers apply a truly active approach, taking advantage of market movements and delivering on the performance objectives of each portfolio.
What we do
For us, it’s about achieving investment excellence while delivering the highest levels of service. But above all, it’s about knowing what it takes to make money work harder to achieve long-term financial goals.
