Independent financial management
Castleton Rose is an independent financial management firm focused on delivering best-in-class wealth management services and investment solutions to a global client base comprised of private investors and their families. Utilizing our extensive capabilities we work closely with clients as together we create financial planning strategies directed towards realizing a series of client specific goals.
Accommodating investor trends and preferences
The company was formed with a clear vision of providing boutique financial services that we believe encompasses all the components for investors to succeed under the current economic climate.
As the individual needs of private investors becomes ever more specific, trends have altered significantly away from investments with larger institutions and high street banks, towards more specialized financial management firms that are wholeheartedly accountable for their performance as they honor a responsibility as custodians of client's wealth.
Wealth preservation and generation
As investors become frustrated with traditional investment theories, whereby buy-and-hold strategies present more risk than ever before, Castleton Rose adheres to an investment philosophy that first and foremost prioritizes the preservation of accumulated wealth before advancing with caution in pursuit of wealth generation.
We are honored to serve a distinguished group of private investors, which in many cases has developed as multi-generational families continue to utilize our globally diversified suite of services.
As markets become less predictable and the wider economy remains susceptible to frequent volatility, we believe that true portfolio diversification is now more important than ever before. To address this rising importance, Castle Rose dedicates substantial resources towards retaining the services of the best talent the financial industry has to offer.
The Castleton Rose professionals are individually selected on their merits, and work collectively as an integrated team of financial research and management professionals as we seek to present our clients with exposure to expertize covering an in-depth range of financial management discipline.
Our investment focus is global as our research efforts are dedicated to the identification of emerging investment opportunities through a series of key geographies. We leverage upon our abilities to identify value based opportunities that we believe present clients with the compound benefits of long-term investment.
In partnership with our clients
In order to deliver a services that is truly bespoke, our wealth advisers seek to foster long-standing client relationships based on performance, service and trust.
We believe that by delivering on our promise to provide risk-adjusted, absolute investment returns, we are only part way to gaining the highly valued trust of our clients. In pursuit of our goal to maintain sustainable client relationships, we are dedicated to exceptional client service standards, which, when incorporated with sustained investment management performance, delivers a client experience that is unparalleled.