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Welcome to Casterbridge

Plan for success

We are an independent, multi award-winning Discretionary Fund Management (DFM) business, inspired by the lack of choice and variety available.

We offer you something a little different, Independent, Adaptive, Responsive and Agile Investment Management. We focus on helping you achieve your dreams and financial aspirations.

What makes us different?

As one of Deloitte’s ‘My Financial Provider Network’ (MFPN) members we work closely with you to offer Adaptive, Sustainable and Agile Investment management designed around your objectives, goals and dreams – all wrapped within the Deloitte Preapproved Investment Portfolio (DPIP) environment.

How do we work with you?

We are able to work with you alongside a select panel of Chartered Independent Financial Planners who can help you plan your long-term investment objectives. Alternatively, if you already enjoy a valued relationship with your Financial Planner we are more than happy to work in partnership with them to meet your needs.

Who are we and what do we do for you?

We are a truly active independent award-winning Discretionary Fund Manager, focused on you and dedicated to managing your investment future.

What we offer you?

We offer you two main services that sit within the Deloitte Preapproved Investment Portfolio (DPIP/KPIP) environment.

Our Portfolio's

Designed for you

The Casterbridge ‘DPIP Managed Portfolios’ offer you seven risk-targeted investment profiles. Each is actively managed across different asset classes, featuring both active and passive investments, assembled with the aim of delivering the best investment performance. Each portfolio gives you instant access to a wide range of high-quality funds, managed by some of the best fund managers from across the globe, all within a single preapproved Deloitte portfolio.

Speak to your financial Planner or contact us for more information on how we may be able to help you.

DPIP Managed Portfolios

A blend of the very best fund managers
from across the globe

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Our Active Investment Approach

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"Hardy Managed Portfolios aim to offer advisers and their clients something different: we think outside the box on macro and political issues and build portfolios with differentiated allocations and funds - fit for the new era we're entering."
Julian Menges
Head of Strategy and Head of Hardy Managed Portfolios
Regulatory Information
Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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