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Monthly Investment Briefing On The Defensive:

March 4, 2025
A Tale of Two halves… February has been a tale of two halves in terms of market returns – the first half continued where January ...
Mar04

Monthly Investment Briefing On The Defensive:

A Tale of Two halves… February has been a tale of two halves in terms ...
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Feb07

Monthly Investment Briefing: Lets not ‘Trumpet’ good performance, let’s steady the tempo

Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in ...
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Jan03

Monthly Investment Briefing: Are We Heading Towards Stagflation?

What has happened... Another year down and it has been yet another eventful close to ...
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Nov21

Managed Portfolios Tactical Allocation Update Video

In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at ...
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Jul24

Casterbridge client portal: user tutorials

We have recorded a selection of very short video tutorials to help introduce you to ...
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Jul24

Client webinar: FAQ

Thanks again to everyone who attended the client webinars and submitted questions in advance and ...
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“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.”
Anna Saunders
Equity Analyst
Regulatory Information
Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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