We measure success against figures that really matter.

 

By focusing on outperforming inflation rather than peer performance, we generate real returns for your clients.

 
 
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Our services for professional intermediaries & financial advisers

As a professional adviser, your services are in demand and our aim is to support you by achieving the real returns needed to deliver your clients' financial plans so that you can concentrate on growing your business.

Successful advisers recognise that delivering the financial plan is the most important outcome for their clients and so rising numbers of advisers are now choosing to link the underlying investment strategy to an inflation plus benchmark. 

The problem with relative return strategies, is that even if the manager ‘beats the index’, they might not deliver the required returns to secure the financial plan.   

 

Find out more:  Why Work With Us?Model Portfolio Service • Bespoke Portfolio Service AIM Portfolio Service Meet the TeamDownload Application Forms

Why Work With Us?

 

Today’s professional adviser typically provides clients with holistic financial advice based on a deep understanding of their financial position, goals and aspirations so that they can recommend a suitable financial plan. 

Managing your clients’ investments takes considerable time and resources which can hinder efforts to build your business.  In partnering with us, we can take some of that workload off your shoulders and help you do business more efficiently. You can also reduce the risk to your business from managing money and deliver more added value to your clients.

We aim to support advisers through our discretionary and managed portfolio services which are linked to demanding inflation plus benchmarks that can deliver the real returns needed to secure their clients’ financial plans. 

In partnering with us, we can offer you:

  • More time to focus on financial planning, suitability and your clients.
  • A distinctive inflation plus investment approach
  • Investment management expertise with institutional buying power.
  • A wider range of investments with no impact on your PI costs
  • Access to our resources including our latest research  
  • Increased capacity to take on more clients
 
 
I have used City Asset Management over the last 10 years to look after some of my clients’ money.  We have introduced them to clients as a small boutique discretionary fund manager, but they have always punched above their weight and been a safe pair of hands for us and our clients.  It is often the personal approach that makes the difference to clients, CAM understand this and have some excellent members of staff in their rank
— Glynne Dunn, DFP Wealth Management
 
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Model Portfolio Service

Our Managed Portfolio Service (MPS) offers your clients a simple, cost-effective way to access our investment expertise, and resources, with the aim of growing your clients' real wealth. Each strategy is actively managed and designed to deliver their target inflation plus returns to suit a range of risk appetites. The models we offer are:

Real2 To outperform CPI+2%pa. over the investment cycle
Real3 To outperform CPI+3%pa. over the investment cycle
Real4 To outperform CPI+4%pa. over the investment cycle
Real5 To outperform CPI+5%pa. over the investment cycle

MPS invests in both actively managed and passive funds ensuring diversified access to global markets irrespective of your client’s portfolio size.

We review the asset allocation and portfolio every month and any changes are then implemented by the platform who are responsible for the service and administration of your portfolio.

Defaqto has recognised the quality of our service by awarding us the maximum 5* rating for Managed Portfolio Services in each of the last five years.

 

MPS Factsheets:

Managed Portfolio Service - Available Platforms

Bespoke Portfolio Service

Our bespoke portfolio service has been designed to provide advisers with greater confidence in generating the returns needed to deliver their clients' financial plans and in turn, their lifestyle ambitions. This clear linkage between your client's appetite for risk, the recommended investment mandate and delivery of the financial plan can also be helpful in evidencing the suitability of your recommendations.  

We believe that it is only by developing a deep relationship with each professional intermediary, that we can build an appropriate investment strategy for their clients. The 'DNA' of our investment approach is built around delivering the real returns needed to achieve and secure the underlying financial plan. 

Defaqto has recognised the quality of our service by awarding us the maximum 5* rating for Managed Portfolio Services in each of the last five years. 

Our core services are designed for clients with £250,000 or more to invest and can be managed to suit your clients individual income requirements and tax needs.

Real2 To outperform CPI+2%pa net of portfolio costs over the investment cycle
Real3 To outperform CPI+3%pa net of portfolio costs over the investment cycle
Real4 To outperform CPI+4%pa net of portfolio costs over the investment cycle
Real5 To outperform CPI+5%pa net of portfolio costs over the investment cycle
RealIncome Fund CPI linked withdrawals of 4%pa for 50 years by outperforming CPI+4%pa, net of portfolio costs over the investment cycle

AIM Portfolio Service

Our Alternative Investment Market (AIM) IHT service was launched in 2004 and is designed to help your clients take advantage of the generous tax breaks that are available to qualifying small businesses.  Business Property Relief (BPR) was introduced in 1976 to ensure that inheritance tax (40%) wasn’t paid on small business shares on death.

Our AIM IHT service offers your clients the opportunity to invest in a managed portfolio of shares that we believe will qualify for BPR and so should be free of inheritance tax after only 2 years, provided they are owned at the date of death.

AIM investments carry a higher level of investment risk than other equities and therefore this service is only suitable for clients who can invest a minimum of £100,000 and are willing to accept a higher degree of risk.

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City Thinking  

 

Download Application Forms

Get started today - download our Discretionary Portfolio Management Service forms here:

 

Meet The Team

 
 

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South West, Wales & Northern Ireland

Helen Angove
Tel: 07904 977521 • Email: helen.angove@city-asset.co.uk

Helen started her career with Allied Provincial Stockbrokers and joined City Asset Management in 2003 where she was involved in investment management before taking on responsibility for new business development. Helen is a Fellow of the Chartered Institute for Securities and Investments and became a Freeman of the City of London in 2017.


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Southern England

Chris Gillam
Tel: 07956 291366 • Email: chris.gillam@city-asset.co.uk

Chris joined City Asset Management in March 2011 with over 15 years experience  within the financial service industry.  Previously, Chris was a National Accounts Manager at Cazenove Capital and joined City Asset Management from Ashcourt Rowan where he managed Intermediary relationships across southern England. 


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London & South East

Railene Waters
Tel 07834 168111 • Email: railene.waters@city-asset.co.uk

Railene has over 20 years’ experience in financial services mostly within the intermediary market.  Previously, she was a regional sales manager with Aviva and joined CAM from Royal London where she trained and supported the pension sales consultants.  Railene primarily works with financial advisers and product providers in the London and South East area. She is a member of the Chartered institute of insurance and holds the diploma in financial planning.


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Northern Home Counties, East Anglia & Midlands

Peter Hooker
Tel:  07904 654380 • Email: peter.hooker@city-asset.co.uk

Peter has over 20 years of experience working in the financial services industry, almost exclusively dealing with the intermediary market. He previously worked at HSBC, Clerical Medical and, prior to joining City Asset Management, Sanlam.  Peter is an associate member of the Chartered Institute for Securities & Investments, and holds the Investment Advice Diploma.

 

 

Our Awards

Wealth & Money Management Award 2017 Best UK Boutique Investment Manager 

Wealth & Money Management Award 2017
Best UK Boutique Investment Manager 

Money Marketing Awards 2017 Best Wealth Management Adviser - Highly Commended 

Money Marketing Awards 2017
Best Wealth Management Adviser - Highly Commended 

5 Star Defaqto rating for Bespoke Discretionary Management

5 Star Defaqto rating for Bespoke Discretionary Management

5 Star Defaqto rating for Discretionary Model Portfolio Service on Platform

5 Star Defaqto rating for Discretionary Model Portfolio Service on Platform

Outstanding Contribution Award – Hilary Coghill (CIO) 2016

Outstanding Contribution Award – Hilary Coghill (CIO) 2016

Wealth & Money Management Award 2016 Best UK Boutique Investment Manager 

Wealth & Money Management Award 2016
Best UK Boutique Investment Manager 

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