Nick has spent the past decade successfully growing the business his father started over 30 years ago, while maintaining the culture of a staff and family-owned business. Prior to joining CAM, Nick was a Managing Director and co-Head of European equity derivatives at Morgan Stanley, and he also previously qualified as a chartered accountant. His wealth of experience was useful for his role as a member of the FCA Smaller Business Practitioner Panel, where he represented the investment management sector for six years. In his spare time, Nick enjoys gardening, cooking (he will BBQ come rain or shine) and racquet sports. He’s recently discovered padel, a cross between tennis and squash, and is particularly proud of achieving a national padel ranking in 2021!

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.

Kate has been a Non-Executive Director at CAM since 2023, bringing almost 40 years of experience across financial services since graduating in 1985. Most recently, she was Regional Head for London at Schroders Personal Wealth, and she also works part-time as Financial Planning Transition Lead for abrdn plc. Outside of work, Kate enjoys the theatre, film and travelling and, rather impressively, her biggest achievement was learning to juggle with fire when a graduate trainee at Deloitte.

Chris is responsible for overseeing the Financial Planning team and helping to build and maintain long-term working relationships with City Asset Management’s clients. He focuses on ‘goals-based’ planning and working with motivated individuals who are serious about managing their wealth. Chris has over 30 years’ experience as a financial planner, over 10 of which have been at City Asset Management. He is a member of the PFS and CISI and holds both chartered and certified financial planner qualifications. Chris enjoys being active in his spare time, and while he no longer plays rugby and football, he enjoys spectating. He is also learning to play the guitar.

Rebecca is our Risk and Compliance Director and has been a member of the board since 2014. She believes in helping members of staff navigate the various rules and regulations to do their jobs well, and work towards the best interests of our clients. Rebecca started her career in Colorado and joined City Asset Management in 2007 when she moved to the UK. She has worked in, and managed, various aspects of our operations, CASS and risk management functions, making her an invaluable and extremely knowledgeable part of our team. In her spare time, Rebecca enjoys reading, painting and walking her dog, Otis.

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.