View Clients Portfolio

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.

Our Portfolios

Designed for you

Environmental, Social and Governance (ESG) Portfolios

Find Out More

The very best asset managers both active and passive from across the globe

Find Out More

The highest standard in investment personalisation

Find Out More

Our Active Investment Approach​

More Info
Castlebridge0239a

See Our Latest News

More Info

meet The Team

More Info
SWP_Casterbridge_18122023-13

Contact us

ONE OF THE TEAM WILL BE IN TOUCH

Contact
"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

Adviser confirmation:

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
Return
Proceed