Our Process

Casterbridge Wealth was set up to offer something a little different

Our active investment approach

Our investment beliefs are based on a truly active approach, giving us the best opportunity to take advantage of market movements and deliver your objectives.

Our flexible approach to strategic (longer term) and tactical (shorter term) asset allocation, stock selection and combining in-depth analysis from our internal research team, together with the experience of our investment managers, allows us to focus on your objectives, goals and aspirations in real time, every day of the week.

This process sits within a rigorous, risk management framework to ensure that your Investment Manager remains focused on your goals and objectives.