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Who we support

Working with financial advisors

Since 2016, we’ve been helping financial advisers build stronger relationships with their clients, by working with them to offer investment solutions that deliver.

A refreshing approach to discretionary portfolios

We created Casterbridge because we believe that you and your clients 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.

Our commitment is to put you and your clients at the heart of everything we do.

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How Casterbridge
work with you

Investments designed for better outcomes

Our investment team has four decades of collective experience. This deep expertise and refined skill-set helps them invest across a wide range of assets, supported by dedicated analysts who research and target investment opportunities closely aligned with clients’ performance goals.

Independent investment approach

As an independently-owned firm, our investment process isn’t compromised by being tied to specific funds or restricted to preferred buy lists. Our impartiality means we can choose the best-available investments for clients, basing decisions on quality and suitability rather than other considerations.

Adviser partnership mindset

We believe good financial advice is essential, which is why our portfolios are only available through financial advisers. Our focus is on supporting your business and helping you meet your clients’ needs. This can include unique investment solutions built around your requirements, such as restricted universe portfolios and joint venture opportunities.

What to expect from working with us

  • Experienced investment team with four decades of expertise.
  • Independence means no corporate conflicts or in-house pressure.
  • Dynamic long-term and short-term approach avoids ‘group-think.’
  • Regular peer comparisons to stay competitive on fees and charges.
  • Dedicated relationship managers for advisers and clients.
  • Specialist customer and adviser administration support teams. 

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.

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Hardy Managed Portfolios

Seven actively managed risk-targeted portfolios to choose from, with active and passive investments combined in one diversified, performance-focused solution.

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Looking for something?

Discover a wealth of valuable tools, guides, and templates in our Document Library, carefully curated to support your needs—click below to access and start exploring the resources available.

Document library

We have been dealing with Casterbridge for the last 7 years, they are all great to work with, nothing is too much trouble and they always respond to any communication within the day. They put clients first.

Richard IFA and Business owner

We have been working with Casterbridge for several years now and have been delighted with the service and insight they have provided to both us and our clients. Having launched our range of funds with them the team have done a superb job in managing our clients funds and helping them achieve their long term objectives.

Simon IFA and Business owner

Casterbridge provide a first-class service to both clients and financial advisers. They know the value of good communication and go the extra mile to keep everyone informed on the decisions being made with their money.

Dawn IFA
01/06

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