How to bake a Multi Award-Winning DFM Business:
Part 2: Energy & Relationships

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…

After looking at the ingredients and method we used in Part 1, Part 2 looks at the energy we have and relationships we have worked hard to build…

Energising the discretionary fund management market

Our decision to set up a discretionary fund manager (DFM) business was inspired by the clear lack of variety and differentiation available within the  marketplace. To us, it felt like Financial Advisers – and their clients – were being short-changed by the unremarkable offerings available. While costs were high, many DFM portfolios looked remarkably similar! We decided it was time to offer an alternative recipe.

A true relationship-based approach

The first decision was to think about what Financial Advisers really wanted from us – not just as a service offering, but as a relationship geared towards achieving successful outcomes for their clients. We believe it is
important to focus on supporting the interests and success of advice firms,  working to achieve their clients’ financial aspirations.

Part 3: Not just any old experience – 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.