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 variation 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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0 + Years
Investment experience
Spanning 3 decades
0 Hardy
Managed Portfolios​

0 Star
Defaqto 5-Star rated Bespoke portfolio service
0
Sustainable impact portfolios

“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

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We are

believers

In truly active investing

Passionate

About delivering excellent service and performance

Dedicated ​

to you

Contact us

We’re good at listening, give us a call…