Our Bespoke Portfolio Service
Our bespoke portfolio service considers your needs, objectives and tax considerations, giving you confidence in generating the returns you need to achieve your financial goals.
Designed for clients with at least £500,000 to invest.
Why City Asset Management’s bespoke service?
The personal touch
You will enjoy the benefits of a dedicated, professional investment manager who works to achieve your specific financial goals.
Your future in safe hands
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 management of your portfolio in our safe hands.
Our Mandates
Our bespoke portfolio service gives you the confidence in generating the returns needed to achieve your financial goals. 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 Diversified 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.
Find out more.
To request more information about our Bespoke Portfolio Service, please fill in the form and one of our team will be in touch.