A relationship you can rely on
Our aim is to form a long-lasting relationship with each and every client, that spans generations. That way, we can make sure we genuinely understand your needs, and adopt a flexible approach so you receive the most appropriate solution to your financial needs. This can be in the form of standalone financial planning or investment management – or a combination of the two.
Our clients vary from individuals to charities and companies, and we can work together with your existing professional advisers if needed.
Financial planning
No matter what your life stage, good financial planning is key to organising your finances and preparing for the future, no matter what it holds. Our expert financial planners can help you understand the choices available to you and find the right solutions to work towards your financial goals.
Investment management
With our investment management service, we take care of everything, so you don’t have to worry. Our investment managers will invest and manage your money on your behalf, using all of their experience to carefully select solutions to match your objectives, and making sure you’re always kept up-to-date.
“I have been delighted with the service I have received from City Asset Management and the effectiveness of the advice and the excellent management of my financial affairs. The complexities of the taxation and regulatory systems have been explained well and clearly. I have always felt that my future financial needs will be well catered for by their hands - on personal attention to detail and the wealth of expertise at their disposal. I would recommend them without hesitation.”
- SMR (London)