March 2025

Pragmatic, not dogmatic approach to rebalancing MPS!

At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. While some MPS providers adjust portfolios like clockwork – monthly or quarterly, regardless of market conditions – we take a more pragmatic approach. Right now, market volatility is high, and our portfolios are well-positioned. Rather than making changes on an arbitrary schedule, […]

Pragmatic, not dogmatic approach to rebalancing MPS! Read More »

Adviser confirmation:

You are entering the financial advisers’ section of the website. Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website. By clicking the ‘I Agree’ button at the end of the page, you acknowledge that the important information below has been brought to your attention. The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public. This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site. Our full terms and conditions apply – Click here for our full T&C’s