Investment Update: June 2019

We have made some changes to our House View on equities within portfolios. Further to the commentary in the media about manager Mr Neil Woodford, we confirm Casterbridge Wealth have no money invested in the Woodford group of funds, nor have we ever. We are positive about...

Spring Investment Review

We saw the continuation of a preference toward risk assets in February as sentiment moved from pessimism to optimism largely due to the US-China trade deal nearing an amicable agreement and the likelihood of a hard Brexit receding. In the UK, Theresa May is still...

Citywire Wealth Manager Awards – South West Regional Star 2019

Casterbridge Wealth Investments took home Citywire's Wealth Manager Regional Stars Award for the second consecutive year at the dazzling ceremony held at London’s Westminster Park Plaza. Casterbridge Wealth came out on top in the South West Regional Award, beating competitors of Hawksmoor Investment Management (Exeter), Quilter...

New Year’s Message

The news flow is understandably dominated by the hindsight that 2018 was the worst year for a decade, and the volatility gave us some record setting falls in risk assets. The last few days have given us a set of results in markets that are...

Client Christmas Drinks

We were delighted to be able to host Christmas drinks for our clients at Mauls Wine bar here in Salisbury at the end of November. The characteristic winter weather aside, the cosy setting of Maul’s provided a suitably festive backdrop for an enjoyable evening which...

Winter Investment Review

Winter has finally arrived in Wiltshire and it’s now dark for 5:00PM, but the wood is ordered for the log burner and seeing friends and family over the festive season will be fun, we wish everyone a merry, cosy and calorific yule tide. Obviously, recent times...

Summer Investment Review

Markets and Global Economy The weather has brought smiles to people’s faces and a beard to mine (my wife likes it, what are you to do?). No doubt the national pastime of frustration with the weather will give us all something to chat about in the...

Chalke Valley History Festival 2018

For the second consecutive year, Casterbridge Wealth hosted an evening at the Chalke Valley History Festival for both clients and advisers who enjoyed being bathed in the incessant British sunshine, followed by the Histrionics Quiz hosted by Charlie Higson as Quiz Master. It provided a...

What Safeguards are there to Reduce Risk to my Assets?

Our regulator the FCA has placed failing firms into administration. Recent press coverage has raised questions about the protection of clients' assets from fees levied by liquidators. What's different about the protection Casterbridge Wealth works within? At Casterbridge Wealth we focus on what we do best,...