Casterbridge
Welcome to Casterbridge Wealth – Your complete investment partner. We are an independent, multi award-winning Discretionary Fund Management business, inspired by the lack of choice and variation. We offer you something a little different: Independent, Adaptive, Responsive and Agile Investment management. We focus on helping you achieve your dreams & financial aspirations. Delivering you the highest level of service & performance is at the core of everything we do. We are… Believers in truly active investing. Passionate about delivering excellent service & performance. Dedicated to you.
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Verified contacts
19
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- KH
Karen Holm-Powell
Head of Client Services · Customer/Client Service
EmailPhone - LC
Lisa Cox
Director of Operations · Operations
EmailPhone - JO
James Ohara
Investment Manager · Finance & Accounting
EmailPhone - AE
Ali Edwards
Marketing Assistant · Advertising & Marketing
EmailPhone - CW
Claude Weston
Compliance Officer · Finance & Accounting
EmailPhone - DM
Denis Moloney
Managed Portfolio Services Associate · Operations
EmailPhone - EF
Emma Foley
Relationship Manager · Finance & Accounting
EmailPhone - RA
Richard Atkins
Financial Assistant · Finance & Accounting
EmailPhone - KC
Keith Charles Edwards
Chief Executive Officer · General Business & Management
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Casterbridge
16 distinct titles indexed · top 10 shown.
- 2executive assistant
- 2junior investment manager
- 1bradley-birt consulting
- 1chief executive officer
- 1compliance officer
- 1director of operations
- 1financial assistant
- 1head of client services
- 1head of hardy managed portfolios
- 1investment manager
- +6more titles
Sign up to unlock all 19 contacts at Casterbridge
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