Casterbridge

03/06/2026

Have you spotted the new artwork on our Milford Street office window?

We're delighted to be taking part in Salisbury BID's City of Independents campaign, celebrating the fantastic independent businesses that make Salisbury such a vibrant and unique city.

Supporting local businesses helps keep our high streets thriving, and we're proud to be part of such a strong independent community.

Thank you to BID and Michele Millidge for bringing a little extra creativity to the city centre.

29/05/2026

🌍 Markets in a Minute - 29th of May 2026

Iran deal optimism sends oil to five-week low as Wall Street hits fresh records.

Read more below 👇🏼

A great place to find out what’s been happening in financial markets this week and a look ahead to the key news and events next week.

22/05/2026

🌍Markets in a Minute - 22nd of May 2026

Markets gained this week as easing geopolitical tensions and continued AI optimism supported investor sentiment.

Enjoy the Bank Holiday weekend!☀️

A great place to find out what’s been happening in financial markets this week and a look ahead to the key news and events next week.

21/05/2026

At Casterbridge, we believe discretionary portfolio management should go beyond simply selecting funds.

Our Discretionary Portfolio Service combines active and passive investments with carefully selected direct equities, helping create portfolios that can access a broader range of opportunities across global markets.

Unlike many discretionary portfolios that invest solely through collective investments, our in-house research team looks directly at international equities, giving us the flexibility to invest where our research, experience and insights take us, not where competitors or benchmarks dictate.

This freedom allows us to take a high-conviction, long-term approach, focused on building portfolios capable of navigating today’s investment environment while remaining disciplined on risk.

20/05/2026

We’re incredibly proud to share that Lisa Cox and Karen Holm-Powell have been nominated in this year’s Investment Week Women in Finance Awards!

These awards celebrate the talented individuals making a real impact across the financial services industry, and it’s fantastic to see Lisa and Karen recognised for all of their hard work, dedication and contribution.

A huge congratulations to them both on this well-deserved recognition, and we wish them both the very best of luck in the awards.

19/05/2026

Our advisers and their clients ask us a lot of questions, and we thought it would be useful to start sharing some of the more topical ones.

This week, Julian Menges explores a question many investors are currently asking:

Why haven’t investment markets fallen despite rising geopolitical tensions and surging oil prices?

Read more below.

Our clients and their advisers ask us a lot of questions, and we thought it would be a good idea to share some of the more topical ones… Client Question: Why haven’t investment markets fallen?

18/05/2026

Congratulations to Lisa Cox , Claude Weston , Matthew Cheek and Debbie, Lisa’s sister-in-law, who successfully completed the London MoonWalk on Saturday night in support of the fight against breast cancer. 🌙💗

Taking on an overnight walking challenge across London is a huge achievement, and we’re incredibly proud of the team for giving up sleep for steps in support of such an important cause.

A huge thank you as well to everyone who donated and supported along the way!

15/05/2026

🌍 Markets in a Minute - 15th of May 2026

Rising inflation and bond yields weighed on markets this week, as investors reassessed interest rate expectations. Focus now turns to upcoming inflation data, central bank commentary and key earnings.

A great place to find out what’s been happening in financial markets this week and a look ahead to the key news and events next week.

14/05/2026

Stepping out for a great cause 🌙👟

This Friday, the Casterbridge MoonWalk team will be taking on the overnight London MoonWalk in support of breast cancer research and care.

Wishing Lisa, Claude and Matt the very best of luck as they walk through the night!

If you’d like to support the team, the donation link is on our webpage below.

The MoonWalk is known for its unique mix of endurance, energy and spirit, bringing together thousands

13/05/2026

On 12th May, Karen Holm-Powell, Claude Weston, Lisa Cox and William de Baer visited the new offices of Third Financial at Nucleus Financial Platforms for our latest quarterly meeting.

These sessions are always a valuable opportunity to review recent system developments, discuss ways to improve processes and functionality for both our team and clients, and look ahead at future plans for Casterbridge Wealth.
It’s great to work alongside partners committed to continuous development and innovation, helping us continue to enhance the service and experience we provide.

Thank you to the team at Third Financial for hosting us, we look forward to seeing what the next quarter brings.

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