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Client webinar: FAQ

July 24, 2024
Thanks again to everyone who attended the client webinars and submitted questions in advance and during the live Q&A. We tried to get through as ...
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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Jul01

Monthly investment Briefing: Inflation hits the Target

What has happened over the last 3 months… The month of June 2024 proved to ...
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Jun26

Managed Portfolios Tactical Allocation Update:

This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
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Feb27

Managed Portfolios Tactical Allocation Update

This February Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
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Feb06

Monthly Investment Briefing:
Patient Markets

We have been working hard across the group to review our strategic asset allocation (SAA), ...
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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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