Casterbridge

[Casterbridge @Casterbridge_W]

As Consumer Duty becomes live for firms Matt Austen speaks to Casterbridge's Compliance Officer Claude Weston to discuss what consumers can expect in the future. To hear the full podcast click below.
#ConsumerDuty #Compliance #FinancialServices
https://t.co/FOVmbNAiSO

[Casterbridge @Casterbridge_W]

This month Will de Baer looks back at the last twelve months, current portfolio management and although we come into the fourth quarter on a more cautious footing stay positive on the opportunities in equities.
For the full story 👇
https://t.co/EoYfGuZZAX
#PortfolioManagement

[Casterbridge @Casterbridge_W]

Do you like CPD, BBQs and Aeroplanes?
If so, join us at the Casterbridge Summer Seminar at Bournemouth Air Festival.*
Please click here to register 👇
https://t.co/8XrPBG5HTh
or contact Emma Foley
*for professional advisers only
#Ifa #FinancialAdvisors #Bournemouth #AirShow

[Casterbridge @Casterbridge_W]

The brief for our new ‘mums’ group’ is simple -
As a business entrusted with our client’s financial future, it’s important that they understand the information we share with them, and that information is as clear as possible!
#PlainEnglish #ConsumerDuty #ClientFriendly

[Casterbridge @Casterbridge_W]

On day four of our Casterbridge Open tennis tournament it was the turn of the 12 and under boys to compete for the prizes.
Congratulations to our winner who was also the referees most improved player.
#PhotoOfTheDay #Casterbridge #CTASussex #LTA #Tennis

[Casterbridge @Casterbridge_W]

Our day three photo of the day from the Casterbridge Open involves our fantastic 9 year olds and under.
Well done to all our winners and everyone who by taking part made this another great day of competition.
#PhotoOfTheDay #Casterbridge #CTASussex #LTA #Tennis

[Casterbridge @Casterbridge_W]

On day two of the Casterbridge Open the under 11 girls and boys fought it out for the trophies in another great day of competition.
Thanks to A.J and all involved for another well organised and fun day.
Day two photo of the day!
#PhotoOfTheDay #Casterbridge #CTASussex #LTA

[Casterbridge @Casterbridge_W]

This week we kick off what’s become known as our ‘Mums Group’ – officially it's a group of people we've asked to be our 'customer clarity' volunteers.
How can we make sure clients understand the info we share with them? We can ask them!
#PlainEnglish #ConsumerDuty #ClientFriendly

[Casterbridge @Casterbridge_W]

This year's CTA Casterbridge Open Tournament started yesterday with the 8 years and under Red Ball competition. Played on a quarter size tennis court with a red depressurised ball it's a fun way to kick off the weeks tennis!
This is our photo of the day!
#PhotoOfTheDay #CTASussex

[Casterbridge @Casterbridge_W]

Don't worry if you missed our Portfolios In Focus-Summer webinar, you can catch up with everything the team had to say via our website below.
https://t.co/1bgYU7A1fe
You can also register for our next webinar on the 18th of October here 👇
https://t.co/g4D5oAHfn3...
#Portfolios

[Casterbridge @Casterbridge_W]

For the latest update from Will de Baer on what's been happening during June and how we position our Bespoke and MPS to take advantage of attractive pricing and current market trends, click below 👇
https://t.co/xC6Gxcb1bi
#Markets #Invesments #MPS #MarketTrends #Casterbridge

[Casterbridge @Casterbridge_W]

In a week that's seen us shortlisted as a finalist in the Investment Life & Pensions @MoneyfactsGrp Awards 2023, we are also proud to have played a part in supporting the @HoratiosGarden Main Avenue garden at Chelsea which has won a Gold Medal and the coveted Best in Show Award.

[Casterbridge @Casterbridge_W]

We're so happy to be shortlisted in the Best Discretionary Fund Manager category of the Investment Life & Pensions @MoneyfactsGrp Awards 2023.
Thank you for voting for us, we certainly can't do it without you, see you at the award ceremony in September!!
#ILPAwards #DFM

[Casterbridge @Casterbridge_W]

We're proud to be supporting @HoratiosGarden and the first fully accessible garden on the Main Avenue at Chelsea, designed by @HarrisBugg studio.
Vote for @HoratiosGarden in the prestigious BBC RHS People’s Choice Award!
#horatiosgardenchelsea #RHSChelsea #harrisbuggstudio

[Casterbridge @Casterbridge_W]

Three of our Casterbridge team, Emma, Lisa and Stacey are riding the fastest zipline in the world (going over 100mph!) to help Jamie Barlow raise money to attend the 25th Scout Jamboree in South Korea. If you can help our brave bunch please click below👇
https://t.co/AIYZEkboad

[Casterbridge @Casterbridge_W]

Citywire asked a dozen Wealth Managers to pick out their best fund ideas and Will de Baer was one of them. To find out more about Will's selection and the other Wealth Managers picks read the Citywire article below 👇
#Citywire #WealthManagement
https://t.co/2gIDWjhPhD

[Casterbridge @Casterbridge_W]

We're cheering on our own Vic Stones and her son Jack who are training for this year's Race For Life, Jack wanting to help other people in memory of his lovely Grandad and his Grampy, a cancer survivor himself.
We all know someone so If you can help 👇
https://t.co/W1gIGbL5UW

[Casterbridge @Casterbridge_W]

In this last @Citywire video on emerging markets the discussion turns to India's growing economic dominance. But does the fallout from the Adani Group stock price crisis affect this and which EM funds are our experts buying?
#India #EmergingMarkets #Stocks
https://t.co/oqWQgkvn0e

[Casterbridge @Casterbridge_W]

China has finally re-opened to the world and in the second @Citywire video Keith and the panel of emerging market experts discuss the boost to the global economy, as well as the opportunities and risks of investing in the country.
Watch the video below 👇
https://t.co/sAzLleUV24

[Casterbridge @Casterbridge_W]

Our CEO Keith Edwards joined with other emerging market (EMs) experts on this latest Citywire panel to discuss whether now is the right time to invest in EMs.
Watch the first in a series of videos on EMs below.
https://t.co/UfwJHPAXAQ
#EmergingMarkets #WealthManagement