We are excited to welcome our new Investment Manager

It gives me great pleasure to introduce Will de Baer to the Investment team here at Casterbridge Wealth. Will joins the team as an Investment Manager working alongside Keith Edwards focusing on Bespoke portfolios. Will has worked in the finance industry since 1998 and is a ‘Chartered FCSI’ and ‘Chartered Wealth Manager’.

Will has actively managed private client portfolios for over 12 years with positions at Brewin Dolphin in London and overseas at Clarien Investments Limited.

Through his investment management career Will has specialised in asset allocation, investment selection and client relationship management. Over the last 3 years Will was a Director of a fund of hedge funds responsible for hedge fund research and investor relations. You will of course meet Will in person over the coming months as he is brought up to speed and comes out and about.

Important Information

This update is for information only and does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it. The views and opinions within this document are those of Casterbridge Wealth at time of writing and may change without notice. They should not be viewed as indicating any guarantee of return from an investment managed by Casterbridge Wealth nor as advice of any nature. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.