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

City Asset Management

City Asset Management is an 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 Conduct Authority (FCA) ensuring 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.

Our clients vary from private individuals to charities and corporate bodies, and we work together with their professional advisors where applicable. We adopt a flexible approach to ensure that clients receive the most appropriate solution to their financial requirements and goals.

Our Investment Philosophy

CAM invests on a multi-asset basis in order to aim 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 aim to 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.

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Important Information and Risk Warnings

The company is authorised and regulated by the Financial Conduct Authority (FCA) ensuring that its conduct and practices are governed by the rules and principles of the FCA. 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 or buy or sell any investment, nor does it constitute any form of personal recommendation.

Nature of Advice

For the purposes of the Retail Distribution Review (RDR), City Asset Management offers Restricted Advice. This means that we will advise and make a recommendation for you after we have assessed your needs , but we may only offer advice on limited types of products, or products from one company or a limited number of companies. For example, we may only recommend our own in-house investment products and services.

Risk Warnings

The value of investments and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may not get back what they invested. Past performance is not necessarily a guide to future performance. Changes in exchange rates may also cause an investment to fluctuate in value. Levels of taxations depend on an investor's 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 any financial or investment decision. Investors should always seek 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.

Opinions given within this website are effective from the date uploaded but may be subject to change without notice.

The Financial Conduct Authority does not regulate tax advice, trusts, or offshore investments.

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 recorded mail or communicated by telephone.

Telephone

Telephone calls may be recorded and monitored for quality control purposes.

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For more information visit our Privacy Policy page

Remuneration Policy

City Asset Management adheres to the principles of the FCA’s Remuneration Code and ensures that the required disclosures are made in our Pillar 3 Disclosure. Further information about City Asset Management’s compliance with the Remuneration Code is available on request.

Best Execution Policy

For City Asset Management's Best Execution Policy please select the link above.

Conflicts of Interest Policy

For City Asset Management's Conflicts of Interest Policy please select the link above.

Pillar 3 Policy and Disclosure

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

Country by Country Reporting

For City Asset Management's Country by Country Reporting document please select the link above.

Approval

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

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