View Clients Portfolio

Latest news

Managed Portfolios Tactical Allocation Update Video

November 21, 2024
In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at Casterbridge, looks at how the election of Trump as the ...
Nov21

Managed Portfolios Tactical Allocation Update Video

In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at ...
Read More →
Nov13

Managed Portfolios – Rebalance heads-up

Over the next few days Julian Menges, Head of MPS at Casterbridge, and the team ...
Read More →
Jul24

Casterbridge client portal: user tutorials

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

Client webinar: FAQ

Thanks again to everyone who attended the client webinars and submitted questions in advance and ...
Read More →
Jul01

Monthly investment Briefing: Inflation hits the Target

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

Managed Portfolios Tactical Allocation Update:

This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
Read More →

Contact us

ONE OF THE TEAM WILL BE IN TOUCH

Contact
“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

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
Return
Proceed