Discover Castleton Rose
Explore the features of what makes us a provider of choice for our clients.About Us
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.
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.
A diligent asset allocation process focused on providing a satisfying client experience based on our performance as professionals and our dedication towards service.Investment Approach
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 client
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
Discover how we can help you to manage the most of your wealth