Our Bespoke Portfolio Service
Our bespoke portfolio service incorporates your client’s needs, objectives and tax considerations, to give you confidence in generating the returns your clients need to achieve their financial plans.
Designed for clients with at least £500,000 to invest.
Why City Asset Management’s bespoke service?
The personal touch
Your client will enjoy the benefits of a dedicated, professional investment manager who works to achieve their specific financial goals. All the time with you, the adviser, at the heart of the service, keeping us up-to-date as your client’s needs change.
Outsource to an expert team
Navigating through challenging markets requires expertise, experience and resources, a combination that we at City Asset Management have offered for over 35 years. Leave the portfolio management in our safe hands while you focus on financial planning and relationship building.
Our Mandates
Our bespoke portfolio service has been designed to provide advisers with greater confidence in generating the returns needed to deliver your client’s financial plans and, in turn, their lifestyle ambitions. This clear linkage between your client’s appetite for risk, the recommended investment mandate and the delivery of their financial plan can also be helpful in evidencing the suitability of your recommendations. A commitment period of seven years is recommended to achieve the real return mandates, and ten years for the equity-focused mandates.
Defensive Real Return | To outperform CPI + 1% net of portfolio costs
Sustainable Defensive Real Return | To outperform CPI + 1% net of portfolio costs
Balanced Real Return | To outperform CPI + 2% net of portfolio costs
Sustainable Balanced Real Return | To outperform CPI + 2% net of portfolio costs
Diversified Growth Real Return | To outperform CPI + 3% net of portfolio costs
Sustainable Divsersifed Growth Real Return | To outperform CPI + 3% net of portfolio costs
CAM Growth | To outperform the PIMFA Private Investor Growth Index
CAM Global Equity | To outperform the PIMFA Private Investor Global Growth Index
Please be aware that our bespoke discretionary Sustainable portfolios are not within the scope of the FCA’s Sustainability Disclosure Regime (‘SDR’) effective from April 2025.