Why Use Our Services

City Asset Management Plc is authorised by the FSA to manage investment portfolios, SIPPs, ISAs and PEPs on behalf of clients. We also offer basic tax advice or refer clients to a specialist where appropriate.

Investment portfolios are managed on a discretionary basis with stock held in nominee names. After conferring with the client in conjunction with their professional adviser, we determine the client's risk parameters and manage portfolios following an agreed investment brief. Portfolios are managed on a total return basis with due regard to clients personal tax circumstances.

By holding investments in our nominee name, we are fully accountable for all dividend collection, which enables us to provide a full tax report at the fiscal year end. Depending on client needs, income can be reinvested or paid out. Dividend payments can be aggregated within a year to arrange regular periodic payments.

We offer capital gains tax reports and manage portfolios to utilise annual personal capital gains tax allowances. Using our nominee facilities allows for administrative ease in moving ownership of investments between husband and wife or to grandchildren for tax planning purposes.

We will hold investments within the tax-free environment of PEPs and ISAs and manage these alongside main portfolios on an aggregated investment approach. Where appropriate, these wrappers provide a tax-free source of income or shelter capital gains.