Hardy Managed Portfolios

At a time where the Internet and social media are providing customers with abundant, free and easily accessible financial information, client relationships are more important than ever. The Hardy Managed Portfolios have been designed for the Independent Financial Adviser profession, we do the day-to-day fund management, allowing you to spend more time on what your clients really value.

The Hardy Managed Portfolios provide a cost effective investment management service to you and your clients. The portfolios offer you and your clients’ access to the very best asset managers, both active and passive from across the globe, selected by our in-house research team. You have a choice from a number of risk-mapped portfolios to meet your differing client needs.

You can access the Hardy Managed Portfolios through one of the platforms from our panel or via our Direct Custody Service.

Key Benefits

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"As Head of Operations, I’m responsible for the day to day running of Casterbridge across functions such as finance, IT and HR. I’m involved in the designing and monitoring of policies and processes, overseeing client management and services whilst also creating strategies to improve productivity and efficiency, ensuring exceptional customer service.”
Lisa Cox
Head of Operations

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