What has happened over the last 3 months…  Finally! Having passed the 23rd of March anniversary of the first UK lockdown, we are nearing a

Julian Menges, Head of Hardy Managed Portfolios We completed our latest rebalance of Hardy portfolios last week. In my pre-rebalance preview I highlighted we are

Before giving a preview on our upcoming portfolio rebalance, a quick comment on the latest announcement from the US Fed on Wednesday evening. They expect

Inflation – should we be concerned?  We have been wary of a fall in bond markets for many months and the last two months have

Join the Casterbridge crew for our Quarterly Investment Briefing where members of our team will be addressing the hottest investment topics from around the globe.

We wish you extremely belated best wishes for the New Year. We are not immune to the pressures of lockdown III but we continue to

We are are looking for a Client Services Manager to join our growing team on a six month Fixed Term Contract (FTC) basis. Please see

As part of our ongoing commitment to promote the Physical & Mental Wellbeing of our Team, Clients, Friends & Family during lockdown and beyond, we

If you were unable to catch last night’s LIVE STREAM Casterbridge Investment Briefing, don’t worry you catch up on all the action below. The Investment

What happened through December… HAPPY NEW YEAR! As we now bid farewell to a turbulent and difficult 2020, the last month of the year delivered

From all of us at Casterbridge Wealth we wish you and your family a Very Merry Christmas and all the very best for the New

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are sharing the

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to

In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to

November has been a quiet month for a nation under lockdown but results of highly anticipated events has created a tumultuous news feed.  At the time

This has been an incredibly difficult year for everyone and we feel it’s important for us as a business to support our local community in

It’s been an exhilarating week on global stock markets!! In our latest video Will de Baer, Bespoke Senior Investment Manager offers an update on what’s

Growing uncertainty Growing uncertainty surrounding the impact of COVID-19 on the global economy led to weakness in most risk assets in October, which accelerated in the last week of the month. UK

As we outlined at our Three Hurdles Investment Conference, we are currently navigating a volatile period where the outcomes of the US Election, Covid-19 and