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Monthly Investment Briefing: On The Defensive

March 4, 2025
A Tale of Two halves… February has been a tale of two halves in terms of market returns – the first half continued where January ...
Mar04

Monthly Investment Briefing: On The Defensive

A Tale of Two halves… February has been a tale of two halves in terms ...
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Feb07

Monthly Investment Briefing: Lets not ‘Trumpet’ good performance lets steady the tempo.

Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in ...
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Jan03

Monthly Investment Briefing: Are we Heading Towards Stagflation?

What has happened... Another year down and it has been yet another eventful close to ...
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Jul01

Monthly Investment Briefing: Inflation Hits The Target

What has happened over the last 3 months… The month of June 2024 proved to ...
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Jun26

Managed portfolios Tactical Allocation Update:

This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
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Feb06

Monthly Investment Briefing:
Patient Markets

We have been working hard across the group to review our strategic asset allocation (SAA), ...
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"As Head of Operations I'm responsible for the day-to-day running of Casterbridge across functions such as finance, IT and HR. I'm involved in the designing and monitoring of policies and processes, overseeing client management and services whilst also creating strategies to improve productivity and efficiency, ensuring exceptional customer service."
Lisa Cox
Head of Operations
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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