Advisors

As part of our ongoing commitment to promote the Physical & Mental Wellbeing of our Team, Clients, Friends & Family during lockdown and beyond, we are very excited to continue our ‘Casterbridge Yoga’ sessions with a new time – 8.15am Friday mornings. Why Yoga? The new Casterbridge Yoga sessions are focused on developing core strength, […]

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

Join us at the first virtual Casterbridge Investment Briefing – A quick fire investment seminar designed to bring you up to speed on all things investment! Members of the Casterbridge investment team will be running you through 2020 so far and how they have been managing Bespoke and Managed Portfolios for your clients. The team

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

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

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

In the short video below, recorded just before lock down arrived, I describe the thought process behind my difficult decision to leave Henderson, where I had enjoyed 12 amazing years, to join the small, but mighty, Casterbridge Wealth.