deloitte
Financial goals, fully informed
For Deloitte employees seeking expert investment management, Casterbridge takes the reins, delivering clear strategies to grow and protect your wealth.
Walking the path to wealth together
We believe the journey to wealth is best taken together. As one of Deloitte’s trusted ‘My Financial Provider Network’ members, we offer adaptive, sustainable and agile investment management designed around your objectives. We seize opportunities and turn them into results, consistently delivering the stability and expertise you need all within the Deloitte Preapproved Investment Portfolio (DPIP) environment.
The Casterbridge
difference
Investments built to suit your needs
The Casterbridge DPIP Managed Portfolios are seven different risk-targeted investment profiles. Each one features a comprehensive blend of both active and passive investments spread across different asset classes. The investments are chosen by our in-house research team and managed by Casterbridge specialists, with the aim of delivering the best possible investment performance.
Comprehensive portfolio management
Your investment is managed day-in, day-out, by an experienced team of managers and analysts who really know their stuff, so you don’t have to. It’s their job to put different funds together to create a portfolio greater than the sum of its parts, capable of delivering returns without taking too many risks. However, as with any investment, there is a chance you could lose money and get back less than you originally invested.
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.
Working in partnership with your financial adviser
We’ll work closely with your financial adviser to achieve the right investment outcomes for you. Our portfolios are only available through financial advisers, and your adviser can help you determine the appropriate DPIP Managed Portfolio based on your circumstances and objectives.
Why invest with Casterbridge?
We’re an independent, discretionary fund management business, created to give investors choice and flexibility while achieving your long-term financial objectives.
1. Tailored investments
We will build a diversified Deloitte Pre-cleared Investment Portfolio (DPIP) that works hard for you.
2. Principles-based investing
We focus on what matters to you, not on chasing benchmarks or comparing ourselves to peers. This means your portfolio stays aligned with the goals and preferences you discussed with your adviser from the very start.
3. Dynamic approach
Investment markets often change rapidly. Our investment team can respond quickly, making important decisions on your behalf and finding the best available opportunities. Above all, we stay focused on your investment goals every single day.
4. 24-7 portfolio access
We’ll keep you updated on your progress with regular portfolio reporting, and you can view your investments securely online 24 hours a day, seven days a week.
100%
Team retention after 5 years employment
90+
Years of combined investment experience over 4 decades
24/7
Access to your portfolio
Key Benefits
Casterbridge portfolios are overseen by experienced investment managers who monitor markets and make adjustments on your behalf.
Our portfolios spread your investment across different asset classes, sectors and regions to help reduce risk.
Being part of the DPIP Managed Portfolio range means lower costs compared to building a similar portfolio from individual funds.
You don’t need to monitor or adjust your investments regularly, our team does it for you, based on decades of market knowledge and investment experience.
Each investment portfolio is matched with a different risk profile, to make sure your investment stays within your comfort zone.
You’ll receive regular updates and performance reports, helping you stay informed without being overwhelmed.
