Welcome to Casterbridge Wealth
Your Complete Investment Partner
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...
Guide to ESG investing – Part 3: How to meet clients’ ESG objectives
Jon Smith, portfolio manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at how Financial Advisers can work with investors to meet your
Guide to ESG investing – Part 2: Are you aware of the new ESG regulations?
Jon Smith, Manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at the changing regulations around Environmental, Social and Governance (ESG) investing and
The ‘Casterbridge Wanderers’ take on Lands End to John O’Groats virtual challenge
After wining the BEST Discretionary Fund Manager in the UK at the Money Marketing Awards 2020 we wanted to do something MASSIVE to celebrate!!! So
We are
believers
In truly active investing
Passionate
About delivering excellent service and performance
Dedicated
to you
