Discover Castleton Rose
Explore the features of what makes us a provider of choice for our clients.
About Us
-
-
Become our client
Helping private investors and their families to realize a more prosperous future.
Become our client.
Castleton Rose
Boutique wealth management
Castleton Rose is a privately held provider of financial planning and investment management services focused on delivering tailored-made wealth solutions to a global client base comprised of private investors and their families.
We work in partnership with clients as together we develop realistic strategies in consideration of client needs and individual circumstances.
Our independent advantage
We leverage upon our independent status to provide impartial advice creating a conflict-free, performance measured environment for our clients, driven by an investment philosophy that seeks to deliver a positive client experience based on our performance as financial advisers and on our client-centric service standards.
Financial management services
Encompassing the financial components that we believe are required to succeed under the present economic climate, including financial planning, investment management and trust incorporation services.
Our ServicesDiligent approach to investment
A diligent asset allocation process focused on providing a satisfying client experience based on our performance as professionals and our dedication towards service.
Investment ApproachBecome our client
Leverage on our financial management expertise as we provide access to a wealth of global resources whilst working in partnership with you and your goals.
Become our clientContact us
To discover how we can help you to realize a more prosperous future, contact us today for a obligation free discussion with a Castle Rose qualified wealth adviser.
Contact us