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About us

Our Story

Casterbridge Wealth was formed in 2016 by Keith Edwards (formerly of Quilter, Church House and BWD Rensburg) as he saw an opportunity that was borne out of the lack of choice and variation in the Discretionary Fund Management (DFM) market place. Casterbridge Wealth was set up to offer something a little different Independent, Adaptive, Responsive and Agile Investment Management, void of corporate ‘group think’ and legacy baggage. Since opening our doors, we have grown at an exhilarating pace, gaining the trust of our clients and their advisers by staying true to our beliefs, maintaining our passion and remaining focused.

Our Process

Our Active Investment Approach

Our investment beliefs are based on a truly active approach, giving us the best opportunity to take advantage of market movements and deliver your objectives. Our flexible approach to strategic (longer term) and tactical (shorter term) asset allocation, stock selection and combining in-depth analysis from our internal research team, together with the experience of our investment managers, allows us to focus on your objectives, goals and aspirations in real time, every day of the week. This process sits within a rigorous, risk management framework to ensure that your Investment Manager remains focused on your goals and objectives.

Sample Advice Process

Our Active Investment Approach

Ask your clients what they truly value about working with you and the answer is going to be ‘time spent with you’. Our investment process gives you the confidence to focus on your face to face relationships with your clients while we do the full time investment work behind the scenes.

partners matters

Our Active Investment Approach

We work closely with a number of global partners to ensure the safety and security of your clients’ assets.

We have partnered with Raymond James who are our administrators, they facilitate the purchase and sale of your clients’ assets. Working closely with Raymond James are the Global Bank of Pershing Securities. Pershing provide the vital role of custodian, maintaining the safety of your clients’ assets in ring-fenced accounts.

For clients invested in our platform based Hardy Managed Portfolios & Sustainable Impact models, we work closely with a number of market leading platforms.

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 Casterbridge Wealth Limited (fca.org.uk)
Casterbridge Wealth is a limited company registered in England & Wales: Company registration number: 09466507
Registered Address: suite 4 Brewery House, 36 Milford Rd. Salisbury SP1 2AP

Contact us

ONE OF THE TEAM WILL BE IN TOUCH

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"Our in-house research team constantly feed ideas into both formal and informal debates with our Investment managers to help identify potential market opportunities and risks. Combined with our Investment Manager’s experience and flexibility, Casterbridge Wealth offers you a truly independent, adaptive and agile process to meet your client’s financial aspirations”
Jon Smith
Head of research
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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You are entering the financial advisers’ section of the website. Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website. By clicking the ‘I Agree’ button at the end of the page, you acknowledge that the important information below has been brought to your attention. The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public. This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site. Our full terms and conditions apply – Click here for our full T&C’s
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