Latest news
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 ...
![](https://casterbridgewealth.co.uk/wp-content/uploads/2024/07/Portal-tutorials-10.07.24.png)
Casterbridge client portal: user tutorials
July 24, 2024
![](https://casterbridgewealth.co.uk/wp-content/uploads/2024/07/Client-webinar-FAQ-15.07.24-1.png)
Client webinar: FAQ
July 24, 2024
![](https://casterbridgewealth.co.uk/wp-content/uploads/2024/06/Rebalance-update-25.06.24.png)
Managed Portfolios Tactical Allocation Update:
June 26, 2024
Casterbridge client portal: user tutorials
We have recorded a selection of very short video tutorials to help introduce you to ...
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Client webinar: FAQ
Thanks again to everyone who attended the client webinars and submitted questions in advance and ...
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Managed Portfolios Tactical Allocation Update:
This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
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Managed Portfolios Tactical Allocation Update
This February Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
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Monthly Investment Briefing:
Patient Markets
We have been working hard across the group to review our strategic asset allocation (SAA), ...
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Monthly Investment Briefing:
Themes of ’23 and Targets of ’24
What has happened over the last 12 months… As we bid farewell to 2023, we ...
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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.”
![](https://casterbridgewealth.co.uk/wp-content/uploads/2021/08/anna--scaled.jpg)
Anna Saunders
Equity Analyst