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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 ...
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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Sep01

Monthly Investment Briefing:
Is it a bullwhip or the ripples on a pond?

Key Points: We have had a swift recovery in the markets since June, we were ...
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Aug01

Monthly Investment Briefing:
Inflation, Ukraine & Recession

Key Points. The two biggest uncertainties facing global markets remain inflation and the war in ...
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Jul01

Monthly Investment Briefing:
Inflation, the new norm in a post-pandemic world?

Key Points. Underlying concerns rumble on as the war continues to rage in Ukraine, sanctions ...
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May20

Casterbridge ‘Shorts’:
Tactical Asset Allocation Update

Julian Menges, Head of Strategy and Head of Hardy Managed Portfolios gives an update on ...
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May19

Watch Again: Casterbridge Special Spring Investment Briefing

Welcome to our Special Spring Investment Briefing with guest speaker from our charity partner Lucy ...
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"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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