Matt Cheek

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 […]

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

This has been an incredibly difficult year for everyone and we feel it’s important for us as a business to support our local community in any way we can. As part of this we have been lucky enough to be one of the local businesses joining with the City Council to sponsor the Salisbury Christmas

It’s been an exhilarating week on global stock markets!! In our latest video Will de Baer, Bespoke Senior Investment Manager offers an update on what’s been happening in the global markets and how the team have positioned portfolios for clients. As you may have seen in the mainstream media, Moderna, a U.S Pharma company announced

September’s Second Wave? News of renewed localised lockdowns and quarantined university students has painted a rather grim outlook as we head towards the winter months. Boris Johnson’s ‘rule of six’ order and mandatory closure of pubs and restaurants at 10pm came into force earlier in September with further measures imposed through Scotland, Wales and Northern

In this first of our ‘fund in focus’, Annie Borg, Research Analyst on the Casterbridge Research Team, gives some background to one of the new funds purchased within the Sustainable Impact portfolio; explaining why Annie believes the fund will be a core holding and what it offers investors. WHEB Sustainability – A leader within ESG

In our latest video update Keith Edwards our CEO and lead investment manager, takes a closer look at how we are returning to work in our Salisbury office whilst also embracing the flexibility and efficiencies of remote working. Keith also highlights some of our future plans as a business and how we aim to achieve

What has been happening… Portfolio income is an important component of investing for both those investors with income requirements and those relying on compounding total returns.  Since the start of the Covid-19 crisis in March, companies have been cutting, cancelling, or suspending their dividends. Whilst painful for investors, these decisions have been the right course of action, ensuring companies can maintain their business models through the current economic malaise and uncertainty regarding the speed of the recovery. Company cash has helped maintain