Bespoke DPIP Service
Our Bespoke Portfolio Service offers you the highest level in investment personalisation. We provide you with a dedicated investment manager who will build and manage your portfolio on a real-time, day-to-day basis, totally focused on your objectives, goals and aspirations, allowing you to rest assured that your investments are being managed every day of the week.
Speak to your Financial Adviser for more information on how we can help you.
Key Benefits
- Our investment team has over 80 years experience, spanning three decades.
- Independent, Adaptive, Responsive and Agile investment management.
- A fully personalised bespoke service tailored to your requirements.
- Open access to your personal Investment Manager.
- Your assets are securely ring fenced with our global custodian.
- In-house administration and support teams.
- Defaqto 5-Star rated Bespoke Investment Service.
Would you like to know more?
If you would like to find out more about our Bespoke DPIP Service, please speak to your Financial Adviser or, alternatively, contact our team directly on 01722 466110 or email us at hello@casterbridgewealth.co.uk
“A bespoke relationship opens the door to a highly personalised investment journey, providing a more transparent and dynamic approach to the management of your investments. By providing access to our long-term themes, expressed through direct exposure to some of the best individual companies in the world, you can really see where your assets are working hard for you.”
Will de Baer
Chartered Wealth manager and Bespoke Investment manager
