Date office opened: Nov 2016
Assets under management: £150 million
Number in team: 10
Office clients: 180
Average portfolio size: £600k
Are you bullish or bearish? Bearish...ish
Top three fund picks:
-Wells Fargo US Small Cap Value
-Lindsell Train Japanese Equity
-Black Rock Continental European Income
Q&A with Keith Edwards, chief executive, Casterbridge Wealth, Salisbury:
What is your typical client demographic?
Introduced by a financial adviser; private clients, approaching or recently retired early, looking to live off their savings.
What differentiates your location?
Salisbury is the gateway to South West and attracts the ‘down sizers’ and the retiring to the country clients – whilst still being an hour and a half from Waterloo. We have a strong and professional advising community with which to work.
What challenges are facing your area?
We have a growing population and property development that goes with that, putting some pressure on our infrastructure – ‘Smallsbury’s’ days are numbered.
What’s the best thing about living in your area?
The quality of life in Salisbury and the surrounding villages is second to none. The rolling hills of the Blackmore Vale south west of our city is some of the most beautiful countryside.
What’s a typical regional saying?
‘That’s Smallsbury for you’
What is your office motto?
What more do you need than consistency, communication, commitment and... sparkling wine on a Friday... if it’s good enough for Churchill.
Get in touch if you'd like to feature in the next Office Spotlight - firstname.lastname@example.org
- Should wealth firms consider TV advertising?
- Data protection dilemma: how to tackle Mifid II and GDPR clash
- Polar Capital's Rochussen: 'You have to be ruthless'
- RLAM's Fox: Do androids dream of electric cars?
- Is it worth using ETFs to cut model portfolio fees?
- Socially-responsible ETFs grow but education still needed
- How wealth firms spend their profits
Reality bites for fantasy fund manager as Manek shuts down
Jayesh Manek is to close his perennial underperforming fund 20 years following its launch after he won successive fantasy fund manager competitions.
CIO Tapes 2: two warnings and a lot of optimism
Our group of leading asset management CIOs see a lot of opportunities – and overseas investors are buying UK too
Wealth Manager Retreat 2017: size isn't everything
We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.
CIO Tapes - part 3: 'passive funds are anti-capitalist'
Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.
Profile: Thomas Miller explains its post-restructure plans
Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things
Pub Club: At the Water Poet with BMO's Kelly Prior
Office Spotlight: Brooks Macdonald, Manchester
Made in the Midlands: the growth of boutique BRI Wealth Management
Pub Club: At The Cask & Glass with PortfolioMetrix
Coutts celebrate opening of Rwanda cricket ground
Office Spotlight: Casterbridge Wealth, Salisbury
Citigold client events with a difference
Investment Committee: Gary Stockdale, Vertem Asset Management
Pub Club: at the Oast House with Investec W&I Manchester head
Office Spotlight: Brewin Dolphin, Bristol
Investment Committee: Murray Asset Management keeping the consumer confident
ESG investing set to 'snowball'
London not a threat for Thesis AM Guildford
At The Jugged Hare with Laura Hobbs, Saunderson House
Office Spotlight: Quilter Cheviot, Birmingham
Investment Committee: Thesis' Hoggarth on currency
A day in the life of...Raymond James' Mark Parello
Office Spotlight: EQ Investors, London
Investment Committee: Samantha Dovey, Ravenscroft Investment Management
Pub Club: At The Malsters Arms with Harpsden's Ian Brady
Office Spotlight: TAM Asset Management Ltd, London