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

February 7, 2025
Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in the summer of last year to be better exposed to ...
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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Nov13

Managed Portfolios – Rebalance heads-up

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