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Managed portfolios Tactical Allocation Update:

June 26, 2024
This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest video (5:59) Julian shares his tactical allocation changes and our ...
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 ...
Read More →
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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Jan03

Monthly Investment Briefing:
Themes of ’23 and Targets of ’24

What has happened over the last 12 months… As we bid farewell to 2023, we ...
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Oct11

Managed Portfolios Tactical Allocation Update

In October, Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
Read More →
Sep01

Monthly Investment Briefing:
Higher for Longer

Key Points Last 12 Months We understand that this last few years have been difficult ...
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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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