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Meet the team

Investment Team​

Our investment team has over 80 years market experience - dedicated to you​

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Keith Edwards

CEO & Lead Investment Manager

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Julian Menges

FCSI, DipPFS Head of Strategy and Head of Hardy Managed Portfolios

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Will de Baer

FCSI, Chartered Wealth Manager & Investment Manager

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Denis Moloney

Platform Engineer


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Jonathan Smith

CFA, Head of Research & Sustainable Impact Portfolio Manager

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Thomas Kinkead

Junior investment manager


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Team James OHara

James O'Hara

Junior Investment Manager


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Team Anna Saunders

Anna Saunders

Trainee Research Analyst

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Relationship Manager

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Matthew Cheek

Managing Director & Head of Distribution

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Head Office Team​

Our head office team is made up from experts across financial services, here to support you​

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Claude Weston

MSCI, Compliance Officer & MLRO

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Lisa Cox

Head of Operations

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Karen Holm-Powell

Client Administration Team Leader

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Stacey Metcalfe

Investment Administrator

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Victoria Stones

Operations assistant

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Richard Atkins

finance assistant

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Team Ali Edwards

Ali Edwards

Social Media & Marketing Assistant

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Contact

Designed for you

About Us
"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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