We are excited to welcome our new Investment Manager

It gives me great pleasure to introduce Will de Baer to the Investment team here at Casterbridge Wealth. Will joins the team as an Investment Manager working alongside Keith Edwards focusing on Bespoke portfolios. Will has worked in the finance industry since 1998 and is a ‘Chartered FCSI’ and ‘Chartered Wealth Manager’.

Will has actively managed private client portfolios for over 12 years with positions at Brewin Dolphin in London and overseas at Clarien Investments Limited.

Through his investment management career Will has specialised in asset allocation, investment selection and client relationship management. Over the last 3 years Will was a Director of a fund of hedge funds responsible for hedge fund research and investor relations. You will of course meet Will in person over the coming months as he is brought up to speed and comes out and about.

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.

Adviser confirmation:

You are entering the financial advisers’ section of the website. Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website. By clicking the ‘I Agree’ button at the end of the page, you acknowledge that the important information below has been brought to your attention. The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public. This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site. Our full terms and conditions apply – Click here for our full T&C’s