Meet the team

Investment Team​

Our investment team has over 80 years market experience - dedicated to you​


Keith Edwards

CEO & Lead Investment Manager


Julian Menges

FCSI, DipPFS Head of Strategy and Head of Hardy Managed Portfolios

Team Will DeBare (1)

Will de Baer

FCSI, Chartered Wealth Manager & Investment Manager


David Winckler

CA(SA), Senior Investment Analyst

Team James OHara

James O'Hara

Investment Manager


Thomas Kinkead

Junior Investment Manager


Nic Giraldo-Betney

Junior Investment Manager

Team Anna Saunders

Anna Saunders

Equity Analyst

Relationship Manager

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Matthew Cheek

Managing Director & Head of Distribution


Emma Foley

Relationship Manager

Head Office Team​

Our head office team is made up from experts across financial services, here to support you​


Lisa Cox

Head of Operations


Claude Weston

MSCI, Compliance Officer & MLRO


Karen Holm-Powell

Client Administration Team Leader


Stacey Whitton

Investment Administrator


Sarah Murray

Investment Administrator


Victoria Stones

Operations assistant

Team Richard Aktins copy

Richard Atkins

finance assistant

Team Ali Edwards

Ali Edwards

Social Media & Marketing Assistant

Contact Us


“At Casterbridge we place personal and professional development at the heart of our ethos, underpinned by a nurturing atmosphere that enables our team to develop and grow into their roles. Individuals are mentored and financially supported in their training and development plans designed to meet both personal and corporate aspirations and needs. Success and excellence are a shared benefit and are recognised and rewarded.”
James O'Hara
Investment Manager

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