Welcome to Casterbridge Wealth
Your Complete Investment Partner
We are an independent, multi award-winning Discretionary Fund Management business, inspired by the lack of choice and variety available. We offer you something a little different.
Independent, Adaptive, Responsive and Agile Investment Management.
We focus on helping you achieve your dreams and financial aspirations.
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Spanning 3 decades
“Casterbridge Wealth was born out of the lack of choice available to financial advisers in the discretionary fund manager arena. Coming from one of the ‘incumbents’ I set up Casterbridge to be agile, adaptive and of independent thinking. Our aim of delivering you and your clients the highest quality investment products and services lies at the core of our DNA”
Keith Edwards, CEO & Lead Investment Manager
Key Benefits
Hot off the investment desk
Our latest news...
One year on from the first lockdown… Is COVID really in our rear view mirror?
What has happened over the last 3 months… Finally! Having passed the 23rd of March anniversary of the first UK lockdown, we are nearing a
Hardy Managed Portfolios: Rebalance comment
Julian Menges, Head of Hardy Managed Portfolios We completed our latest rebalance of Hardy portfolios last week. In my pre-rebalance preview I highlighted we are
Hardy Managed Portfolios – Rebalance PREVIEW
Before giving a preview on our upcoming portfolio rebalance, a quick comment on the latest announcement from the US Fed on Wednesday evening. They expect
We are
believers
In truly active investing
Passionate
About delivering excellent service and performance
Dedicated
to you
