Advisors

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 …

Invitation:
Casterbridge Investment Briefing –
The Three Hurdles to 2021 Read More »

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 …

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

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 …

Market insights: A closer look and cash and equity weights Read More »

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 …

Sector Focus: Where now for commercial property? Read More »

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.

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 …

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