Your questions, answered
Whether you’re an existing client or looking to start a relationship with City Asset Management, you might have some questions about our services which we have tried to cover here. But if you can’t find the answer to your question, please email our team and they will be in touch.
What are your fees?
Fees for our investment management service vary depending on the investment size and wrappers used. We offer you the choice between two fee arrangements: our ‘standard’ model and our ‘all in fee’ model. Our standard model is based on an annual management fee and dealing charges. Our ‘all in fee’ model is simplified and based on one standard fee with no dealing charges. We can provide you with more information to help you choose which model is best suited to your needs.
Financial planning is charged on a fee basis and varies depending on the complexity and type of work involved. All charges will be communicated and agreed upon before work commencing.
Will I have a dedicated account manager?
We make sure there are no barriers between you and the professionals delivering your planning and investment goals. As a direct client of our investment management services, you will have a dedicated team of professionals who are there to look after you and your affairs. In fact, many of our account managers have been working with the same clients for ten years or more, so we know how important it is to build strong relationships that guide you through different life stages.
Your dedicated team will include a dedicated Senior Investment Manager, Financial Planner and Client Support individual.
Why inflation and real returns?
We choose inflation as the benchmark to most of our services as we want our clients to judge our performance against an outcome that is meaningful to them.
Inflation erodes your spending power, and our goal is to preserve and increase your wealth. To become wealthier, you therefore need your assets to grow at a faster rate than inflation.
You can read more about our approach to investing here.
What makes City Asset Management different?
As an independent, family and staff owned business, we understand the importance of a personalised approach.
For more than 30 years, we have been providing investment services to clients and their families. Our goal is to preserve and increase our clients’ wealth, all while carefully managing risk and avoiding permanent loss of capital.
How are my investments held?
Like many of our industry peers, we use a specialist provider to hold client money and assets. Platform Securities LLP is an award-winning custodian, owned by a large US company. They are currently responsible for around £20 billion of assets in the UK and provide the very highest levels of services to us to support custody of assets, client money protection and administration. Please contact us if you would like any further information about how your assets are held.