We exist to create wealth.
Navigating through challenging markets requires experience and resources, a combination that we’ve offered our clients for more than 30 years. Whatever your investment needs, our discretionary investment management services allow you to sit back and let our expert investment management team do the hard work for you.
How can we help you?
Enjoy the peace of mind that comes with the knowledge that your money is managed by specialists with true investment expertise.
A wider investment universe
Discretionary portfolios are managed by professional investment managers on behalf of clients, which means they can invest in securities that are not usually available to you via a financial adviser. This means our discretionary portfolios can draw from a much wider range of opportunities. And as a privately-owned firm with no products of our own, we are unbiased when it comes to selecting those opportunities for your portfolio.
A personalised service
Good financial advisers understand that managing a large portfolio takes time and, by recommending a discretionary service, you can enjoy the benefits of a dedicated, professional investment manager to work with you and your adviser to help achieve your financial plan. We take the time to understand your needs and objectives so that we can provide a service that’s personalised around your specific requirements.
Active investment
Your investment manager will be constantly balancing the opportunities from the market against the risk of capital loss, and making sure they give you information and reassurance when needed, particularly when markets are stressed.
Tax management
By working with you and your adviser, we aim to structure your portfolio to be as tax efficient as possible. Our investment managers will manage your income and capital gains tax position as well as using your ISA and other allowances.
“We’re impressed by City Asset Management’s personal and caring approach to us. Since becoming clients, we’ve enjoyed the continued help and assistance they’ve provided, particularly when considering that all our investments are required to be in accordance with Church of England ethical guidelines. We’ve enjoyed very satisfactory results even with our risk profile being moderate, and wouldn’t hesitate in recommending them for their professionalism and caring attention to clients’ needs and financial welfare.”
- St James’ Church, Clapham
Get in touch.
Please fill in the form below if you’d like one of our team to contact you to discuss your discretionary investment management needs.