what we do
Discretionary Portfolio Service
Investment excellence
Our Discretionary Portfolio Service offers the highest level of investment personalisation. Your dedicated investment manager will build a portfolio capable of meeting the demands of today’s investment markets, and then manage it on a day-to-day basis, staying fully focused on your objectives, goals and aspirations. We’ve designed it to be flexible, tax-efficient, and capable of evolving as your requirements change.
The Casterbridge
difference
Investments built to suit your needs
Discretionary portfolio management gives you confidence that your investments are working harder for you, without worrying about day-to-day decisions on where your money is invested. We’ll work with your adviser to create a portfolio based on your goals and preferred risk level, and we’ll manage it with the aim of delivering the best possible investment performance, keeping you up to date on its progress.
High conviction investing
We focus on assembling high conviction, well diversified, quality portfolios that are flexible enough to take advantage of opportunities across the whole toolbox of investments. We are free to invest based on where our experience, research, and insights take us, not where our competitors are. It’s what active portfolio management ought to be.
True portfolio diversification
As well as a blend of international direct equities and funds, your portfolio may include other assets, such as government and corporate bonds, commodities, such as precious metals, as well as cash and money market instruments. This unique combination means your portfolio is always well-diversified, actively seeking new opportunities, and staying resilient in volatile market conditions.
Working in partnership with your financial adviser
Our Discretionary Portfolio Service is only available through financial advisers. We’ll work closely with your financial adviser to agree the most appropriate investment portfolio based on your financial circumstances and objectives, and to achieve the right investment outcomes for you.
Comprehensive portfolio management
As your Investment Manager, we will make all of the day-to-day investment decisions.
However, as with any investment, there is a chance you could lose money and get back less than you originally invested.
Why invest with Casterbridge?
We’re an independent, discretionary fund management business, created to give investors choice and flexibility while achieving their long-term financial objectives.
1. Tailored investments
As your investment manager, we will invest your money into a bespoke investment portfolio tailored to suit your individual requirements. We will then manage the investment for you, making all the day-to-day decisions on your behalf.
2. Principles-based investing
We focus on what matters to you, not on chasing benchmarks or comparing ourselves to peers. This means your portfolio stays aligned with the goals and preferences you discussed with your adviser from the very start.
3. Dynamic approach
Investment markets often change rapidly. Your investment manager can respond quickly, making important decisions on your behalf and finding the best available opportunities. Above all, we stay focused on your investment goals every single day.
4. 24-7 portfolio access
We’ll keep you updated on your progress with regular portfolio reporting, and you can view your investments securely online 24 hours a day, seven days a week.
100%
Team retention after 5 years employment
90+
Years of combined investment experience over 4 decades
24/7
Access to your portfolio
Key Benefits
We’ll work closely with your financial adviser to understand your unique goals and your risk appetite.
You’ll own some of the most sophisticated investment strategies available, in one professionally managed portfolio.
Your investment will be spread across a broad spectrum of asset classes, sectors and regions to help reduce risk.
Our research team will work closely with your investment manager so your portfolio features in the best available investment opportunities.
We work closely with several global partners to ensure the safeguarding and security of your assets.
You’ll receive regular updates and performance reports, keeping you informed without being overwhelmed.
