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June 2024

Managed Portfolios Tactical Allocation Update:

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This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest video (5:59) Julian shares his tactical allocation changes and our excitement on the opportunities in equities, on the back of a strong job market, low unemployment and a stable housing market whilst remaining cautious on how much risk we can […]

Managed Portfolios Tactical Allocation Update: Read More »

Upgrades to the Casterbridge Hardy Managed Portfolios:

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Upgrades to the Casterbridge Hardy Managed portfolios: Like all high-performance teams, we have been conducting a review of our Hardy Managed Portfolios to see where we can fine-tune what is already recognised as an outstanding range for investors. As part of this review, we critically assessed how we manage the investments from several different viewpoints.

Upgrades to the Casterbridge Hardy Managed Portfolios: Read More »

Regulatory Information
Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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