what we do
Discretionary Portfolio Service
Discretionary Portfolio excellence
Our Discretionary Portfolio Service can give your clients the highest level of investment personalisation. Their dedicated investment manager will build a portfolio capable of meet the demands of today’s investment markets, and then manage it on day-to-day basis, staying fully focused on your client’s objectives, goals and aspirations. We’ve designed it to be flexible, tax-efficient, and capable of evolving as client needs change.
The Casterbridge
difference
Investments built to suit your clients’ needs
Discretionary portfolio management gives clients confidence that their investments are working harder, without worrying about day-to-day decisions on where their money is invested.
We’ll work with you to create a portfolio based on their goals and preferred risk level, and we’ll manage it with the aim of delivering the best possible investment performance, keeping you and your clients up to date on its progress. We share the investment suitability of the client with you – keeping us aligned and focused on your clients’ individual requirements.
High conviction investing
We focus on assembling high conviction, well diversified, quality portfolios that are flexible enough to take advantage of opportunities across the whole toolbox of investments. We are free to invest based on where our experience, research, and insights take us, not where our competitors are. It’s what active portfolio management ought to be.
A world of investment opportunities
Our investment managers, supported by our research team, have the widest possible choice of investments available to them. As well as a blend of international direct equities and funds, portfolios may include other assets, such as government and corporate bonds and commodities. This unique combination means client portfolios remain well-diversified and resilient in volatile market conditions.
Supporting your advice process
Ask clients what they truly value about having a financial adviser and the answer is going to be ‘time spent with you’. Our investment process gives you the confidence to focus on your face-to-face relationships with clients, while we do the full-time investment work behind the scenes.
Why partner with Casterbridge?
We’re an independent, discretionary fund management business, created to give investors choice and flexibility while achieving their long-term financial objectives.
1. Tailored investments
We will build a diversified investment portfolio tailored to your client’s specific needs that works hard for them. Above all, we stay focused on their investment goals every single day.
2. Principles-based investing
We focus on what matters, not on chasing benchmarks or comparing ourselves to peers. This means your client’s portfolio stays aligned with the goals and preferences you discussed with them from the very start.
3. Dynamic approach
Investment markets can change rapidly. Our investment team is able to respond quickly, making key decisions on your client’s behalf and finding the best available opportunities.
4. 24-7 portfolio access
We’ll keep you and your client updated on investment progress with regular portfolio reporting, and your client can view their investments securely online 24 hours a day, seven days a week.
24/7
Portfolio access
100+
years of combined industry experience
95%
customer satisfaction survey rate
Key Features
A fully bespoke service tailored to your client’s requirements.
Independent, adaptive, responsive and agile investment management.
Joint suitability: you stay in control of the client relationship.
Investment team with more 80 years’ combined experience, spanning three decades.
Open access to a dedicated personal investment manager.
In-house administration and support teams.
Investments securely ring-fenced with our global custodian.
Competitive annual management charge.
Bed & ISA service available.
CGT optimisation.
