Our Services


  • Financial Planning Slider

    Financial Planning

    Planning for a more prosperous future

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  • Investment Management Slider

    Investment Management

    Discretionary portfolio and administration management

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  • Trust & Estate Management Slider

    Trust & Estate Management

    Protecting the value of your heritage.

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Bespoke investment management solutions

Our suite of investment services is established with the financial objectives of our clients in mind. We tailor each wealth solution around the specific circumstances and needs of each client as we work together in partnership towards the realization of strategically defined goals.

Services tailored to meet your needs

We understand that each client, and indeed that his or her expectations of us as wealth planning professionals differ.

Whether a client prefers to delegate total investment management responsibility to us through our range of discretionary services, or to simply employ our tax & trust execution and management services, we take extra steps to ensure that our services go above and beyond what is expected of a best-in-class global wealth management firm.

Castleton Rose Wealth Management Model

Financial Planning

The impact of effective investment management is dependent on a strategically mastered financial plan that seeks to identify the financial capabilities of each client as they evolve through the passage of life.

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Investment Management

Our investment management process adheres to and integrates a proven, intellectually robust, research intensive portfolio solution, entirely focused on specific life circumstances and aspirations.

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Trust & Estate Management

Establishing long-term benefits for your future and that of your loved ones is perhaps the most satisfying component of a comprehensive wealth management process.

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