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...
As summer emerges, despite new variants, will our confidence emerge with it?
What has happened through June… Warmer temperatures have finally arrived after a rain sodden and cold spring. Along with the emergence of summer, we lift
Hardy Managed Portfolios: Rebalance Comment
What’s been happening in global markets… Global equity markets have recovered strongly over the last 15 months since bottoming in March 2020, in anticipation of
Watch Again:
Spring Investment Briefing:
Here comes the Sun!
If you were unable to catch our latest LIVE STREAM Casterbridge Investment Briefing, don’t worry you catch up on all the action below. The Casterbridge
We are
believers
In truly active investing
Passionate
About delivering excellent service and performance
Dedicated
to you
