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.

Key Benefits

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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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