Welcome to CastleGate

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Unique Tailored Investments

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What We Do & How We Do It

Competitive Advantage

Always up to date and priced for today's market, our menu of products is designed to give you the competitive edge.

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Smart Solutions

We provide unparalleled knowledge of products plus sales training to support you throughout the sales cycle.

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Outside the Box

Our team of experts take pride in consistently thinking outside the box and deliver best available products.

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Years of Experience

Years of experience in wealth management is backing our ever-developing knowledge of the industry.

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Average % Return/Quarter '14

We offer simple and short returns for our clients and partners.


Successful Projects

We've assisted our clients through well over 3000 deals and continue to grow.


Registered Partners

We are currently working with many clients and IFAs who remain the most important part of our business.

Our Products

Autocallable Notes

Offering clients a chance to redeem their capital early on preset dates along with returns.

Indices Notes

Offering high levels of protection with little volatility and more stable income on your investment.

Stock-based Notes

Following company based stocks that allow endless variations to fully diversify your clients portfolio.

Higher Coupon Notes

Offering high levels of returns with an amount of capital protection.

Capital-Protected Notes

Offering the highest levels of protection whilst maximizing growth potential.

Commodity Based Notes

Allowing an alternative to your standard note, giving a client the full potential to diversify their portfolio.

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What people are saying

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."

Warren Buffett

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case."

Robert G. Allen

"Wide diversification is only required when investors do not understand what they are doing."

Warren Buffett

"You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets."

Peter Lynch

"In investing, what is comfortable is rarely profitable."

Robert Arnott

"The time of maximum pessimism is the best time to buy and the time of maximum optimism is the best time to sell."

John Templeton