Investment Services

Personal Equity Plan (PEP) and Investment Savings Account (ISA) Management

We offer discretionary investment management in these tax efficient vehicles of client PEPs and ISAs. Pension Management Including Self Invested Personal Pension Schemes (SIPPS) and Small Self Administered Schemes (SSAS).

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Discretionary Portfolio Management

Once a plan is established we take full responsibility for the allocation of the Portfolio, managing the day-to-day administration, reporting and client communication.

Offshore Investment Management

For clients who require it, for reasons of residence or tax status, City Asset Management offer an offshore investment management facility located in the Isle of Man and the Channel Islands.

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Offshore Bonds

We provide an independent personally tailored discretionary investment management service to private clients who are looking to shelter their funds within tax-efficient offshore bonds offered by offshore Life Assurance companies.

Alternative Investment Market (AIM) Portfolio Service

For clients where Inheritance Tax is a potential concern the company offers an "AIM" portfolio service. Our AIM investment specialists focus on quality companies with a business history and strong financial performance. AIM portfolios are normally recommended to those clients with a minimum 2 year investment horizon.