City Asset Management

At City Asset Management, we are more than just an investment company. We are a family-owned and staff-owned business that has been providing wealth management services to individuals, families, and professional financial advisors for over 35 years. Our goal is to preserve and grow our clients' wealth, while minimizing risk and avoiding permanent loss of capital.

Our Commitment to our Clients

We understand that every client is unique, with their own investment goals and risk tolerance. That's why we take a personalized approach to wealth management. Our team of experienced investment professionals works closely with each client to understand their investment objectives and creates a customized investment strategy tailored to their needs.

Private Clients

As a private client, you can benefit from our expertise in investment management, financial planning, and portfolio management. Our team of experts will work with you to understand your investment goals and create a personalized plan to help you achieve them.

Financial Advisers

As a financial adviser, you know the importance of providing exceptional service to your clients. Our range of investment solutions, including managed portfolio services and bespoke portfolio services, can help you manage your clients' investments and provide them with the returns they need.

Our Investment Solutions

We offer a range of investment solutions to help you achieve your investment goals. Our investment solutions include:

• Managed Portfolio Service: A hands-off approach to investing, where our expert investment managers will create and manage a portfolio tailored to your investment objectives and risk tolerance.
• Bespoke Portfolio Service: A customized approach to investing, where our team will create a portfolio tailored to your specific investment goals and risk tolerance.
• AIM Portfolio Service: A portfolio service that invests in Alternative Investment Market (AIM) stocks, offering the potential for strong returns and diversification.
• DEP Service: A portfolio service that invests in Depository Receipts, offering the potential for stable returns and diversification.
• Sustainable Service: A portfolio service that invests in sustainable and environmentally responsible companies, offering the potential for strong returns and a positive impact on the environment.

Why Choose Us?

As a family-owned and staff-owned business, we are committed to putting our clients' interests first. We understand the importance of a personalized approach to wealth management and are dedicated to providing exceptional service to our clients. With over 35 years of experience in the industry, we have the expertise and resources to help you achieve your investment goals.