Julian Menges

Head of Hardy Managed Portfolio Service & Collectives Research

Head of Strategy and Head of Hardy Managed Portfolios

Julian started working at Casterbridge Wealth in January 2019. He is passionate about the provision of quality Investment Management to clients and their financial advisers, especially in these difficult times. Julian started his career in 1986 and has amassed a impressive thirty five year track record working together with both Institutional and private clients.

He is understandably very proud of his position as a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI). Having started his career as a Bond-Sales Trader it was inevitable he was to become lead manager of one of the UK’s largest managed portfolio services, designed specifically for advisers and their clients. Julian is a strong believer in the importance of challenging consensus thinking in markets as diverse as Bonds to precious metals and his position at Casterbridge gives him the freedom to embrace independent thinking. 

Julian has recently moved from Kent to Dorset to be nearer to work, colleagues and advisers, is married and the proud father of three independent and strong-minded adult children. He enjoys walking his Cocker Spaniel every day and running every week and is looking forward to being able to play tennis and golf again when Lockdown eases.

Phone Number:

01722 466 110

Email:

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