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...
Monthly Market Review:
Not all plain sailing for Big Tech!
September’s Second Wave? News of renewed localised lockdowns and quarantined university students has painted a rather grim outlook as we head towards the winter months.
Fund in Focus: WHEB Sustainability – A leader in ESG
In this first of our ‘fund in focus’, Annie Borg, Research Analyst on the Casterbridge Research Team, gives some background to one of the new
Client Portfolio Positioning
This has been an extraordinary year to date, and there are likely more short-term bumps as we near the close of 2020 with Covid, Brexit
We are
believers
In truly active investing
Passionate
About delivering excellent service and performance
Dedicated
to you
