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...

A look back at February 2021:
Inflation – should we be concerned?
Inflation – should we be concerned? We have been wary of a fall in bond markets for many months and the last two months have

Casterbridge Spring Investment Briefing:
Here comes the sun!!!
Join the Casterbridge crew for our Quarterly Investment Briefing where members of our team will be addressing the hottest investment topics from around the globe.

A look back at January 2021:
Robin Hood, hero or villain?
We wish you extremely belated best wishes for the New Year. We are not immune to the pressures of lockdown III but we continue to
We are
believers
In truly active investing
Passionate
About delivering excellent service and performance
Dedicated
to you