Who we support
Working with investors
Since 2016, we’ve been working hard to give investors the portfolios they deserve, by combining investment flexibility, exceptional yet cost-effective management, and a total commitment to client service.
A refreshing approach to investing
We created Casterbridge because we felt people deserve proudly independent, adaptive, and agile investment management. With extensive industry expertise and a passion for delivering better outcomes, we developed a discretionary fund management service that offers greater choice, flexibility, and a more personalised approach. It’s investment management as it should be done.
How Casterbridge
work for you
Investments built to achieve better outcomes
It’s our job to create diversified portfolios matched to your risk appetite and capable of standing up against challenging market conditions. Our focus is on achieving investment excellence, delivering outstanding service, and making your money work harder for you.
A comprehensive range to choose from
Whether you’re after long-term growth, regular income or a combination of both, your portfolio will feature carefully-chosen assets designed to meet your investment objectives. Our range includes a Discretionary Portfolio Service, Hardy Managed Portfolios, and Sustainable Impact Portfolios for investors with environmental, social and governance (ESG) goals.
Independent investment approach
As an independently-owned firm, our investment selection process isn’t hampered by being tied to specific funds or preferred buy lists. Being truly impartial means we can select the best-available investments for your portfolio, basing our decisions on quality and suitability.
You’re at the heart of what we do
By getting an understanding of your financial goals and aspirations, we’ll manage your investment with those in mind, with day-to-day management based on achieving the outcome you need. Our focus on client service means you’ll never be left feeling short-changed.
Our portfolios designed for you.
Discretionary Portfolio Service
A dedicated investment manager, real-time decision-making and access to expert research, all focused on achieving your long-term financial goals.
Hardy Managed Portfolios
Seven actively managed risk-targeted portfolios to choose from, with active and passive investments combined in one diversified, performance-focused solution.
