How to bake a Multi Award-Winning DFM Business:
Part 1: Ingredients & Method

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to be sharing the ingredients that we believe helped drive this success…

We are going to start with sharing the ingredients and method.

(prep time— at least 4 years)

1 underlying idea for change
5 founding directors fed-up with the incumbents
Quite a lot of capital
80+ years of investment Experience
15 dedicated team members
A sprinkle of humour
Years of hard work
One large pinch of good luck


Take the idea for change, mix well with the fed-up founding directors and seed capital, kneed well for many months while looking for any lumps in the mix. Once well risen, begin to slowly add in the dedicated team
members while keeping an eye on the overall consistency of the mix (you don’t want add too many at once!) Pre heat the oven to £200m. Mix in the hard work, humour and good luck – place in a positive environment for at least four years, but ideally much, much longer — test regularly.


Part 2: Energy & Relationships – out soon…

Important Information

This update is for information only and does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it. The views and opinions within this document are those of Casterbridge Wealth at time of writing and may change without notice. They should not be viewed as indicating any guarantee of return from an investment managed by Casterbridge Wealth nor as advice of any nature. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.