Investment Approach


Diligent asset allocation process

Castleton Rose's approach to investment is a combined effort that leverages upon a diligent asset allocation process that is fully aligned with the specific needs and preferences of each client under management.

Our in-house, contemporary research provides our investment specialists with compelling evidence that economic markets work, that investment portfolios are globally diversified and that effective planning promotes success.

By relying on these principles we are able to provide client specific investment solutions that are risk-adjusted, flexible to their needs and deliver sustainable results above expectation. This approach is our advantage as we limit the complexity often found with investing across borders whilst increasing the probability of investor success.

Focus & capabilities


Asset Allocation Policies
Asset allocation policies

Capitalize on the performance of strong growth global corporations.

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Responsible Investment
Responsible investment

Preserve the value of your wealth with a fixed income strategy.

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Investment Masnagement
Performance & transparency

Access to some of the best fund managers in the industry.

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The client experience
The client experience

Diversify your portfolio with alternative investment solutions.

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Discover how we can help you to manage the most of your wealth


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