We work with clients to
understand their
personal financial goals
and objectives for
their portfolio.

City Asset Management

City Asset Management is an independent investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients. The company is authorised and regulated by the Financial Services Authority (FSA) assuring that its conduct and practices are governed appropriately.

The company, founded in 1988, is mainly owned by the working directors and, as a result, is free from any bias or conflict of interest which might arise from ownership by an institutional parent.

While the company’s clients include corporations and authorised intermediaries, the majority are private clients where we focus on their wealth management needs.

Our Investment Philosophy

CAM invests on a multi-asset basis in order to achieve a real return for clients over an investment cycle. We define multi-asset as highlighting that CAM are not wedded to a simple mix of equity, fixed interest and cash investing; all asset classes are considered. In simple terms, we would define real return investing as a style of investment that aims to achieve returns in excess of a risk-free benchmark such as cash or short term government debt over a full market cycle. The fundamentals of this approach usually dictate preservation of capital as a primary concern, with little regard for relative performance versus an equity index, for example. Absolute return investing also targets returns that have little correlation and significantly dampened volatility relative to major bond and equity markets. For our higher risk clients we provide mandates that are managed on a relative basis, which reflects their bias to long equity holdings.

What We Invest In

As our investment approach is flexible, it gives us the freedom to use a range of different asset classes and investment strategies throughout the economic cycle. We specialise in finding the best fund managers across a range of different asset classes and sectors. Our dedicated investment management team create a diversified portfolio which will generate the best risk adjusted return for your portfolio. Our in-house research team assess all investments prior to purchase. Investments are usually but are not confined to collective investment vehicles, both on and offshore.


Client/Adviser Login

CAM Funds Launched on Skandia - January 2012

New Website Launch - December 2011

Elite CAM Fund - July 2011

Budget March 2011



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Disclaimer and Risk Warnings

Regulatory Statement

The company is authorised and regulated by the Financial Services Authority (FSA) assuring that its conduct and practices are governed by the rules of the FSA. By accessing these pages you shall be deemed to accept and agree to be bound by the terms of this notice. Nothing in this site should be regarded as an offer or solicitation to conduct investment business in any jurisdiction outside the United Kingdom. Our services are not authorised for advertising, distribution or sale in North America.

Risk Warning

The value of investments and the income arising from them, can go down as well as up, and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. Changes in exchange rates may also cause an investment to fluctuate in value. Levels of taxations depend on your individual circumstances and the value of any applicable tax reliefs. Any information contained within this website should not be deemed to constitute investment advice and should not be relied upon as the basis for a decision to enter into a transaction, or as the basis for an investment decision. Investors should always seek independent professional advice in regard to the suitability of any investment. City Asset Management accepts no liability for any losses or consequential loss incurred by investors acting upon any information contained within this website.

Copyright

The contents of this site belong to City Asset Management PLC. Reproduction is not permitted without our prior written permission.

E-mail

You should note that there is no guarantee that we will receive e-mails you send. Important or urgent messages should be sent by mail or communicated by telephone.

Approval

City Asset Management PLC has approved this site for the purposes of the UK Financial Services and Markets Act 2000.

Pillar 3 Policy and Disclosure

For City Asset Management's Pillar 3 Policy and Disclosure document please select the above link.

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