Advisors

Guide to ESG investing – Part 1: Does an ESG portfolio have to be riskier than a traditional portfolio?

As part of the three-year birthday celebrations for our Sustainable Impact Portfolio, we’ve created a three-part guide to Environmental, Social & Governance (ESG) investing. The series looks at the key areas around ESG investing, including how new regulations are driving interest in the ESG arena, how advisers can meet clients’ ESG objectives, and much more. Jon …

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Casterbridge scoops ‘BEST Discretionary Fund Manager’ at last night’s Money Marketing 2020 Awards

We are delighted to have won the BEST DFM award at The Money Marketing 2020 Awards that took place virtually last night. Commenting on the win, Matt Cheek, Head of Distribution at Casterbridge Wealth, said “We are over the moon to have won the BEST DFM category as we were up against very strong competition. …

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Casterbridge Wealth Sustainable Impact Portfolios – 3 years old today!

We are delighted to be celebrating the 3rd Birthday of our Sustainable Impact portfolios. This is an exciting and interesting area of investment world to be fully involved within. The investment profession has seen a large amount of investor capital flow into what is becoming more mainstream year-on-year. Long gone are the days where investors …

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Market insights: A closer look and cash and equity weights

In our latest ‘Market insights’ video update Will de Baer, Investment Manager on the Casterbridge Wealth Bespoke Portfolio Service team, takes a closer look at portfolio positioning. Focusing on cash and equity weights Will illustrates how the team adjusted their asset allocation as they navigated through the Covid-19 market volatility of the last few months …

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Sector focus, where now for commercial property

Sector Focus: Where now for commercial property?

In this first of our ‘sector focus’ features Annie Borg, Research Analyst on the Casterbridge Research Team, answers some topical questions surrounding the commercial property market; why hold it in a portfolio? What does it offer investors? What are the liquidity risks? Commercial property – Where do we go from here? Well, despite finding funds that …

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Good Riddance Q1 2020!

Casterbridge Wealth Investment Manager Will de Baer gives us his latest thoughts and insights on how markets are behaving and how client portfolios are positioned… Good Riddance Q1 2020… Investors have made it through the first quarter of 2020, albeit bruised and battered by the Covid-19 market volatility. The market ‘Bears’ won that quarter’s battle, …

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Markets react to coronavirus concerns – Update from Will de Baer – 24.02.20

In light of today’s global market movements, Will de Baer has written the below comment to give you a little more information on the drivers behind the moves and portfolio level activity should you receive any client questions… Background to market moves… Global equity markets had mostly shrugged off geopolitical concerns with the US markets …

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