We are an award-winning, boutique DFM, offering something a little different. Our business is built on three fundamental beliefs:

1. Brave enough to think differently.
2. No group think.
3. Advisers and their clients are at the heart of everything we do.

These beliefs make Casterbridge materially different. Our principles-based investment approach ensures we remain focused on achieving our investor's goals. Advisers and their clients have recognised exceptional investment performance from us – not relative to peers or benchmarks, but against the lifestyle goals and ambitions agreed with the client at the start of their investment journey.

Our proposition is simple and focused on working in true partnership with a small number of IFA firms. We offer Bespoke, MPS and Sustainable Impact Portfolios, and white-labelled models.