Discretionary Portfolio Service

THE CASTERBRIDGE WEALTH DISCRETIONARY PORTFOLIO SERVICE (DPS) IS DRIVEN BY OUR HOUSE VIEW, BUT DEEPLY INFLUENCED BY YOUR VIEW ON THE WORLD.

Your dedicated investment manager builds your portfolio based on the details provided by yourself and your financial adviser. this allows us to better tailor your investments to suit you. We provide a detailed view of any companies and assets that you own. Your portfolio will be consistent with other investors who have similar amounts to invest and similar attitudes to risk and financial objectives, but will not be identical to them as we know that everyone is different. Dependent on the level of capital invested, the range of investments includes European and United Kingdom equities and bonds as well as an allocation to alternative investments, such as property and hedge funds. We work hard to ensure that you have confidence in spending your money on those people and things that are important to you.

There are seven risk rated investment strategies in the Casterbridge wealth discretionary portfolio service:

Defensive

Cautious

Balanced

Moderately Adventurous

Adventurous

Cautious Income

Balanced Income

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