Citywire Wealth Manager Awards – South West Regional Star 2019

WM Regional Awards 2019WM_regional_2019_awards logos_winners SW (002)

Casterbridge Wealth Investments took home Citywire’s Wealth Manager Regional Stars Award for the second consecutive year at the dazzling ceremony held at London’s Westminster Park Plaza.

Casterbridge Wealth came out on top in the South West Regional Award, beating competitors of Hawksmoor Investment Management (Exeter), Quilter Cheviot (Salisbury), Brewin Dolphin (Exeter) and Alpha Portfolio Management (Bristol).

As pictured above, Casterbridge Wealth team members Lisa Cox, Keith Edwards and Claude Weston were present to collect the award. The post-award interview can be found on Citywire’s Wealth Manager website here.

Press Information

Keith Edwards and Antony Clark are available for interview by contacting Lisa Cox at Casterbridge Wealth Investments on lisa.cox@casterbridgewealth.co.uk

Notes to Editors

Casterbridge Wealth Investments opened in Salisbury in November 2016.

It currently has over £225million worth of assets under management, with an average portfolio size of over £500,000 across 416 clients.*

Casterbridge Wealth Investments is authorised by the Financial Conduct Authority.

*As at March 2019.

 

 

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