Clients

Cutting, Cancelling and Suspending! What’s next for company dividends?

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 …

Cutting, Cancelling and Suspending! What’s next for company dividends? Read More »

Guide to ESG investing – Part 3: How to meet clients’ ESG objectives

Jon Smith, portfolio manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at how Financial Advisers can work with investors to meet your ESG objectives… Are our Sustainable Impact Portfolios suitable for you? In our previous two articles Does an ESG portfolio have to be riskier than a traditional portfolio? and Are you …

Guide to ESG investing – Part 3: How to meet clients’ ESG objectives Read More »

Guide to ESG investing – Part 2: Are you aware of the new ESG regulations?

Jon Smith, Manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at the changing regulations around Environmental, Social and Governance (ESG) investing and how we can help you embed ESG into your investment process… What are the regulations? Regulatory changes due to be implemented in 2020 mean financial advisers need to be much …

Guide to ESG investing – Part 2: Are you aware of the new ESG regulations? Read More »

The ‘Casterbridge Wanderers’ take on Lands End to John O’Groats virtual challenge

After wining the BEST Discretionary Fund Manager in the UK at the Money Marketing Awards 2020 we wanted to do something MASSIVE to celebrate!!! So we thought it would be a great idea to walk, run and cycle the length of the country – all virtually of course – to raise funds for the amazing …

The ‘Casterbridge Wanderers’ take on Lands End to John O’Groats virtual challenge Read More »

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 …

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

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. …

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

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 …

Casterbridge Wealth Sustainable Impact Portfolios – 3 years old today! Read More »