Mark joined City Asset Management in 2021 as Head of Investment Management. He brings a wealth of experience to our leadership team, with a career in finance since the 80's, having read Law. This includes senior roles at UBS, Cazenove, BNP Paribas and Walker Crips Investment Management (as CIO and CEO). Mark has always held various Directorships and Trustee positions, particularly in secondary and tertiary education. His biggest achievement remains forming a band, “Eddy and the Errors”, as an appalling lead guitarist. In his spare time, Mark enjoys both real and lawn tennis, rudimentary gardening and crude carpentry.

David has worked at City Asset Management for over 15 years, where he is Investment Director. His role is to manage clients’ portfolios, provide input into investment processes and work with the financial planning team. He also runs the AIM portfolio service and provides input on real estate investments. David has always enjoyed helping our clients secure their financial futures and gets a strong sense of satisfaction in letting clients know they can achieve their goals. Outside of the office, David enjoys hill walking, cycling and martial arts.

Matt joined City Asset Management in 2014.  As an Investment Director, he manages portfolios for private clients, their trusts and pensions. He also co-manages the AIM Portfolio Service and our Direct Equity Portfolio process.  He enjoys trying to understand how economies and corporates operate and using this knowledge to build portfolios that provide the outcomes our clients need. Matt is a Chartered Wealth Manager and has over 30 years’ experience in portfolio management, including as Head of Private Clients (London & South East) for Sanlam Private Investments. In his spare time, Matt likes cooking (and eating), fishing and tending the veg patch.

Denise is a Chartered Wealth Manager who focuses on portfolio management for individuals, family groups and their associated trusts and pensions. She prides herself on helping her clients reach their financial goals and building long term relationships. Denise joined City Asset Management in 2008 and has over 15 years’ industry experience. In that time, she’s appeared on both the ‘Citywire top 30 under 30’ and ‘PAM Insight top 40 under 40’ lists. Outside of work, Denise enjoys running (and not just after her children), spinning and spending time with friends and family.

As Investment Director, Mike’s role is to invest clients’ assets to give a long-term outcome appropriate to their needs. He became a member of the board in 2013. He brings almost 40 years’ experience to the team, having worked in several international banks and as Investment Director at Thornhill immediately before joining us in 2010. Even as an investment veteran, Mike still enjoys the challenge of markets and developing long-standing relationships with City Asset Management clients. His proudest achievement to date is raising a wonderful family and when they are not keeping him busy, he enjoys gardening, cycling and classic car restoration in his spare time.

Jason joined City Asset Management in 2022 as an investment manager and is one of the founding members of our Cambridge team. Following an initial career as a patent attorney, he began his investment career in 2007 and has since built a well-established expertise in managing a wide range of portfolios for individuals, trusts and charities. As well as the satisfaction of building strong long-term client relationships, Jason enjoys the analytical and psychological challenge of the financial markets. Prior to joining CAM, Jason spent six years at NW Brown, ultimately as Chief Investment Officer, and then a further two years as Investment Management Director when NW Brown was taken over by Brown Shipley. He holds a master’s degree in Wealth Management and is a Chartered Fellow of CISI. Outside the office, Jason enjoys racket sports and outdoor pursuits with his wife and two children.

James joined City Asset Management from Brown Shipley in 2022, bringing a decade of experience managing portfolios. He is one of the founding members of our Cambridge team and works closely with Paul Fox to deliver complete Wealth Management for his clients, including individuals, pension schemes, charities and trusts. The most rewarding aspect is the long term and inter-generational relationships that he has developed over his career. James has a Masters in Mathematics, the CISI Chartered Wealth Manager Certificate, and is a Chartered Fellow of CISI. In his free time, James enjoys spending time with his wife and 2 young children, alongside golf at the Gog Magog Club in Cambridge.

Stephen joined CAM in 2022 and is an Assistant Investment Manager, supporting the investment managers with the day-to-day responsibilities of portfolio management. He enjoys the challenge of helping clients achieve their financial goals and navigate through the different stages of their lives. Stephen has achieved the CISI Chartered Wealth Management Qualification and received an award for his knowledge on portfolio construction theory. In his spare time he volunteers at his local church, enjoys gaming and a variety of sports – particularly football, cricket and golf.

Tom is an Investment Manager, working within the investment management team and contributing to the management of client portfolios as well as research for the AIM and DEP mandates. He enjoys the intellectual challenge of working at City Asset Management, and the reward of contributing to a service that helps protect clients’ wealth through retirement. Tom has achieved his Investment Management Certificate and is also a CFA Charterholder. In his spare time, he enjoys playing golf, open water swimming and running.

Ross joined CAM in 2024 and is a Senior Investment Analyst. He is involved in multi-asset research and is a member of our asset allocation committee. Ross previously worked as a Research Analyst at WH Ireland and is a CFA Charterholder. One of his biggest career highlights to date was being named in Citywire’s “30 Under 30” to watch. Ross is also a member of the Ireland Funds Great Britain Young Leaders Society, which is a philanthropic network that supports worthy causes in Ireland and around the world. Outside of work, he also enjoys reading and cooking, and is a keen sportsman, playing both cricket and football in his spare time.

Charlie is an Investment Manager who enjoys empowering clients from all walks of life to achieve their financial goals. He previously worked at a U.S. Bank Global Fund Services in Dublin and joined CAM in 2019. Charlie values the trust of long-term client relationships, ensuring they feel supported at every stage of their financial journey. His hobbies include running, cooking, and reading.

Labeat is an Assistant Investment Manager, who is responsible for day-to-day portfolio management and provides general support to the wider investment team. He enjoys helping CAM’s clients manage the ever-changing challenges of financial markets to achieve their goals. Labeat has worked at CAM for over three years, having joined as part of our Bath University student program in 2021. Outside of work, Labeat enjoys rugby, Brazilian Jiu Jitsu and reading.

Max joined CAM as a Research Investment Analyst in 2024, having graduated from the University of Leeds with a BSc and MSc in Economics. He works with the research team and provides analysis to inform CAM’s investment decisions across asset classes. Max has achieved his Investment Management Certificate, and is now working towards the CFA, having passed Level 1. He enjoys a variety of sports in his spare time and is particularly passionate about football, volunteering as Club Treasurer for his Sunday League football team and going to watch Arsenal at every opportunity.

Joe is a Trainee Investment Analyst who has joined CAM from Bath University on our placement program. He supports the Investment Management team and is involved in the investment research process. While this is Joe’s first experience in financial services, he is enjoying his role finding sensible opportunities for real people’s savings. Joe is studying towards his CFA Investment Management Certificate and will return to Bath University to complete his BSc Economics degree in 2027. Outside of work Joe enjoys cooking, rugby and supporting Arsenal FC, alongside acting as a young carer for his father.