Matt Cheek

How to bake a Multi Award-Winning DFM Business:
Part 4: What no ‘Group Think’…

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are sharing the ingredients that we believe helped drive this success… In the last of our ‘A recipe for baking a Multi Award-Winning DFM Business’ series we take a look at the lack …

How to bake a Multi Award-Winning DFM Business:
Part 4: What no ‘Group Think’…
Read More »

How to bake a Multi Award-Winning DFM Business:
Part 3: Not just any old experience…

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to be sharing the ingredients that we believe helped drive this success… In Part 3 we take a closer look at the investment experience of our small, but powerful, team Experience …

How to bake a Multi Award-Winning DFM Business:
Part 3: Not just any old experience…
Read More »

How to bake a Multi Award-Winning DFM Business:
Part 2: Energy & Relationships

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to be sharing the ingredients that we believe helped drive this success… After looking at the ingredients and method we used in Part 1, Part 2 looks at the energy we …

How to bake a Multi Award-Winning DFM Business:
Part 2: Energy & Relationships
Read More »

How to bake a Multi Award-Winning DFM Business:
Part 1: Ingredients & Method

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to be sharing the ingredients that we believe helped drive this success… We are going to start with sharing the ingredients and method. Ingredients:(prep time— at least 4 years) 1 underlying …

How to bake a Multi Award-Winning DFM Business:
Part 1: Ingredients & Method
Read More »

Monthly Market Review:
More Biden, Less Trump and a dose of Brexit!

November has been a quiet month for a nation under lockdown but results of highly anticipated events has created a tumultuous news feed.  At the time of writing, Biden has won the US election, Covid-19 vaccines appear to have better efficiency than expected and now we just need this week’s “Brexit final crunch” to come to …

Monthly Market Review:
More Biden, Less Trump and a dose of Brexit!
Read More »

Watch the ‘Casterbridge Investment Briefing’ – On Demand

If you were unable to join us for the first Casterbridge Investment Briefing, don’t worry, you can watch below as our investment team discuss the main drivers behind current markets and how they are positioning client portfolios accordingly…. Important Information This video is for information only and does not constitute advice or a recommendation and …

Watch the ‘Casterbridge Investment Briefing’ – On Demand 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