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 that spans more than 35 years. This includes senior roles at UBS, Cazenove, BNP Paribas and Walker Crips Investment Management (where he was CIO and CEO). Mark also holds various Director and Trustee positions and is a member of the Councils of the University of Buckingham and Radley College. Still, his biggest achievement to date has been forming a band, “Eddy and the Errors”, as an appalling lead guitarist. In his spare time, Mark enjoys both real and lawn tennis, skiing and 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 looks after the day-to-day management of our investment portfolios for private clients, their trusts, pensions and charities. 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.

James joined City Asset Management in 2009 and is our Chief Investment Officer, where he is responsible for managing the investment process and chairing the asset allocation, portfolio construction and fund selection committees. He is also a member of the Executive Committee . He has over 25 years’ experience, including roles at Gartmore, BestInvest and Baring Asset Management, and specialises in multi-asset real return investing. Throughout his career he has been a key mentor for younger analysts and enjoys watching them progress on to their own successful careers. In his spare time, James enjoys clay pigeon shooting, mountain biking and spending time with his family.

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 13 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.

Johnathon joined City Asset Management as Investment Manager in 2021. He is responsible for portfolio construction and management, building relationships with clients and business development. He endeavours to provide value and an exceptional standard of service to each of his clients. Johnathon has over 20 years’ industry experience, including time spent as an accountant and financial adviser. True to his name, Johnathon has an affinity with water, having studied marine biology at university, working as manager at a Scottish salmon farm, volunteering at beach clean ups in Hampshire and, most impressively, sailing across the Atlantic!

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 for individuals, trusts, charities and pensions. He is one of the founding members of our Cambridge team and enjoys working alongside financial planning to help his clients navigate the financial world. James is a Chartered Fellow of CISI and has previously contributed investment commentary to the local Cambridge press. He enjoys being active in his spare time, partaking in activities from golf and football, to walking with his fiancé, Megan and dog, Scout.

Dean is a Senior Investment Analyst, performing quantitative and qualitative analysis to identify attractive opportunities to include in MPS and bespoke portfolios. He finds navigating challenging markets intellectually rewarding, and enjoys the responsibility of being a steward of clients’ capital. Dean has over 10 years’ industry experience, including most recently as a Partner and Portfolio Manager at Core Wealth Managers. He is a CFA Charterholder and holds both the CFA UK Investment Management Certificate and the CFA Certificate in ESG Investing. In his spare time, Dean enjoys spending time outdoors with his wife and daughter, playing golf and wine tasting.

As a Head of MPS, Louis is responsible for the running of the Managed Portfolio Service as well as investment research, fund selection and asset allocation used across the investment services CAM offer. He is motivated by the opportunity to protect and grow the hard-earned capital of City Asset Management’s clients and has recently been a key part in designing CAM’s sustainable investing service. Before joining CAM, Louis was a Fund Analyst at FE Investments where he covered equity and alternative strategies and he has Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) status. Louis has a keen interest in sport, regularly playing hockey and tennis in his spare time. He also enjoys travelling and learning about different cultures and is currently learning Spanish.

Stephen joined CAM in 2022 as an Investment Management Research Trainee, where he supports the investment managers and research team. He enjoys the challenge of helping clients achieve their financial goals and navigate through the different stages of their lives. Prior to joining CAM, Stephen worked as an Economist for the Department of Work and Pensions and recently graduated from the University of Bath. In his spare time he volunteers at his local church, enjoys gaming and a variety of sports – both watching (he supports Ajax) and participating.

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, and rather impressively completed the Vichy Ironman 70.3 in 2019.

Charlie is an Assistant Investment Manager, responsible for the oversight of CAM’s dealing and custody. He has worked at City Asset Management since 2019, having previously worked as a Fund Accountant at U.S. Bank and also as a Middle Office Analyst. Charlie has achieved the PCIAM (Private Client Investment Advice Management) and in his spare time enjoys playing football, reading and cooking.

Ollie is an Investment Analyst, responsible for meeting and researching fund managers, assisting all teams with data queries and researching the macro-economic side of investing. Having recently graduated from Bath University, his interest in numbers and background in economics gives him an extra level of insight. Keen to continue his professional development, Ollie is currently studying for his IMC and CFA exams. Outside of work, Ollie enjoys cooking, rock climbing and music; as well as playing the guitar, he is an accomplished singer, having performed alongside a BBC Young Chorister of the Year.

Freddie is a Trainee Investment Analyst, who joined CAM in July 2023. He joins from Bath University, where he is studying a BSc in Economics. Freddie collaborates with the investment management team to prepare and analyse data, conduct risk analysis, assess investment suitability and engage in fund selection and research by meeting fund managers. He is currently studying towards his Investment Management Certificate, but also enjoys plenty of sport in his spare time (golf, sailing and rugby). Freddie’s biggest achievement to date has been captaining the Sussex cricket academy against the West Indies.

Labeat is an Investment Management Trainee, who assists our Investment Managers with their day-to-day portfolio management responsibilities 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 two years, having joined as part of our Bath University student program in 2021. Outside of work, Labeat enjoys rugby, Brazilian Jiu Jitsu and reading.