About us

Our Story

Casterbridge Wealth was formed in 2016 by Keith Edwards (formerly of Quilter, Church House and BWD Rensburg) as he saw an opportunity that was borne out of the lack of choice and variation in the Discretionary Fund Management (DFM) market place. Casterbridge Wealth was set up to offer something a little different Independent, Adaptive, Responsive and Agile Investment Management, void of corporate ‘group think’ and legacy baggage. Since opening our doors, we have grown at an exhilarating pace, gaining the trust of our clients and their advisers by staying true to our beliefs, maintaining our passion and remaining focused.

Our Process

Our Active Investment Approach

Our investment beliefs are based on a truly active approach, giving us the best opportunity to take advantage of market movements and deliver your objectives. Our flexible approach to strategic (longer term) and tactical (shorter term) asset allocation, stock selection and combining in-depth analysis from our internal research team, together with the experience of our investment managers, allows us to focus on your objectives, goals and aspirations in real time, every day of the week. This process sits within a rigorous, risk management framework to ensure that your Investment Manager remains focused on your goals and objectives.

Sample Advice Process

Our Active Investment Approach

Ask your clients what they truly value about working with you and the answer is going to be ‘time spent with you’. Our investment process gives you the confidence to focus on your face to face relationships with your clients while we do the full time investment work behind the scenes.

partners matter

Our Active Investment Approach

We work closely with a number of global partners to ensure the safety and security of your clients’ assets.

We have partnered with Raymond James who are our administrators, they facilitate the purchase and sale of your clients’ assets. Working closely with Raymond James are the Global Bank of Pershing Securities. Pershing provide the vital role of custodian, maintaining the safety of your clients’ assets in ring-fenced accounts.

For clients invested in our platform based Hardy Managed Portfolios & Sustainable Impact models, we work closely with a number of market leading platforms.

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ONE OF THE TEAM WILL BE IN TOUCH

"We believe that a truly valuable investment is one that helps the world become sustainable and so a wide range of environmental, social, and governance themes are considered when selecting investments. From minimising our own carbon footprint to investing in the technologies required for a sustainable transition, Casterbridge is committed to making a difference”

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