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Key Benefits

Bespoke Portfolio Service

Our Bespoke Portfolio Service offers you the highest in investment personalisation. We provide you with a dedicated investment manager who will build and manage your portfolio on a real-time, day-to-day basis, totally focused on your objectives, goals and aspirations, allowing you to rest assured that your investments are being managed every day of the week.

If you have Environmental, Social and Governance (ESG) considerations, we are also able to offer you a number of Sustainable Impact Portfolio options to meet your individual preferences. Speak to your Financial Adviser for more information on how we can help you.

View our Bespoke Portfolio Service Brochure

Key Benefits

  • Our investment team has over 80 years experience, spanning three decades.
  • Independent, Adaptive, Responsive and Agile investment management.
  • A fully personalised bespoke service tailored to your requirements.
  • Open access to your personal Investment Manager.
  • Sustainable Impact models embracing Environmental, Social and Governance (ESG) considerations.
  • Your investments are securely ring fenced at our global custodian – Pershing Securities.
  • In-house administration and support teams.
  • Defaqto 5-Star rated Bespoke Investment Service.

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ONE OF THE TEAM WILL BE IN TOUCH

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"Our in-house research team constantly feed ideas into both formal and informal debates with our Investment managers to help identify potential market opportunities and risks. Combined with our Investment Manager’s experience and flexibility, Casterbridge Wealth offers you a truly independent, adaptive and agile process to meet your client’s financial aspirations”
Jon Smith
Head of research

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