what we do
Hardy Managed Portfolios
Managed Portfolio excellence
Our Hardy Managed Portfolios give investors access to a wide range of high-quality funds, managed by the most capable fund managers, all within a single investment. Built to meet the demands of today’s advisory businesses, we make sure our Hardy range is better for you and better for your clients.
The Casterbridge
difference
Dedicated portfolio management
The Hardy range features seven different risk-targeted investment profiles. Each is actively managed across different asset classes, featuring both active and passive investments, selected by our in-house research team and managed by Casterbridge specialists, with the aim of delivering the best possible investment performance.
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.
High conviction investing
We focus on constructing 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.
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. Principles-based investing
We always look to add value for our investors by prioritising their investment goals over peer group comparisons or benchmark tracking. This ensures we stay faithful to the conversations your clients had with you at the beginning of their investment journey.
2. Pragmatic – not dogmatic – rebalancing
We regularly review when the most appropriate time is to rebalance portfolios, but we don’t believe in rebalancing portfolios for the sake of it. While some MPS providers adjust portfolios like clockwork – monthly or quarterly, regardless of market conditions – we take a pragmatic approach based on market conditions and portfolio positioning.
3. Built around your clients’ goals
Our approach to strategic (longer term) and tactical (shorter term) asset allocation and stock selection combined in-depth analysis from our internal research team with the insight and experience of our investment managers. This helps us stay focused on your clients’ investment goals every single day.
24/7
Portfolio access
100+
years of combined industry experience
95%
customer satisfaction survey rate
Key Benefits
Reclaim more time to focus more on building client relationships.
Capitalising on shorter-term trends to enhance performance or to reduce risk.
Cut the hidden costs of running adviser models and free up staff hours.
Stay ahead of regulatory demands and reduce your in-house compliance burden.
