Business Details
39 Years
experience
Trusted Investment Management in London
City Asset Management is an independent, family and staff-owned business with over 35 years of experience in providing investment services and financial planning solutions. We specialise in delivering personalised investment management, discretionary portfolio services, and tailored financial planning to private clients and professional financial advisers. Our approach prioritises wealth preservation, risk management, and achieving long-term growth aligned with clients' objectives. We offer a range of services including Managed Portfolio Services, Bespoke Portfolio Solutions, AIM Portfolio Services, and Sustainable Investment Options.Our team combines institutional expertise with a client-centric ethos, ensuring transparent communication, competitive fee structures, and a commitment to adapting strategies as client needs evolve. We maintain authorisation and regulation by the Financial Conduct Authority, upholding rigorous standards of integrity and client service.
Services
Investment Management
Financial Planning
Managed Portfolio Service
Bespoke Portfolio Service
AIM Portfolio Service
DEP Service
Bespoke Sustainable Service
Details
- Year established: 1987
Highlights and features
- We offer a personalised approach to investment management and financial planning.
- Our team has over 35 years of experience in delivering tailored investment solutions.
- We provide transparent fee structures with a low all-inclusive rate of 0.25%.
- Our client-centric culture prioritises long-term relationships and adaptability.
- We combine institutional expertise with a family-owned business ethos.
Associations and certifications
- Financial Conduct Authority
What people say
Personal attention to detail
Excellent management
Clear explanations
Hands-on approach
Wealth of expertise
Services
Investment Management
Our discretionary investment management service leverages 35+ years of expertise to grow and preserve client wealth. The team actively selects and manages diversified portfolios tailored to individual risk profiles and financial goals. Clients benefit from institutional-grade resources and a focus on outperforming inflation through strategic asset allocation.
Financial Planning
We provide comprehensive financial planning to help clients achieve long-term objectives, from retirement income to family financial security. Our planners assess current financial positions, create actionable strategies, and adapt plans as circumstances change. The service integrates tax efficiency, inheritance considerations, and risk management to deliver holistic solutions.
Managed Portfolio Service
This cost-effective service offers access to professionally managed portfolios with inflation-plus targets ranging from 2% to 4% annual growth. Designed for consistent performance across market cycles, it includes five strategy options aligned to different risk appetites. The 0.25% all-inclusive fee ensures transparency while delivering institutional buying power to private investors.
Bespoke Portfolio Service
Tailored investment solutions consider individual client needs, tax situations, and specific objectives. This service allows for greater personalisation than standard portfolios while maintaining rigorous risk controls. Advisers benefit from delegated investment management, enabling them to focus on client relationships and financial planning.
Bespoke Sustainable Service
This service integrates environmental, social, and governance (ESG) factors into portfolio construction without compromising financial objectives. Clients can align investments with personal values through strategies addressing climate change, social equity, and corporate responsibility. The approach combines impact investing with traditional financial analysis.
People
Tracy Coghill
Client Experience Manager
Tracy oversees client service delivery, ensuring clear communication and prompt resolution of client needs. With extensive experience in financial services, she acts as a confidential point of contact for client concerns and service improvements.
Questions
What investment strategies do you offer?
We provide Managed Portfolio Services with inflation-plus targets, bespoke solutions, AIM portfolios for inheritance tax planning, DEP equity strategies, and sustainable investment options.
How are your fees structured?
Our Managed Portfolio Service has a transparent 0.25% all-inclusive fee. Bespoke services are priced according to complexity, with full disclosure provided before engagement.
Can I access my investments online?
Yes, our client portal offers 24/7 access to portfolio valuations, performance reports, and key documents from desktop or mobile devices.
How do you manage investment risk?
We employ strategic asset allocation, rigorous manager selection, and regular portfolio reviews. Our focus on capital preservation ensures risk levels align with client objectives.
What support do you provide for financial advisers?
We offer due diligence resources, research materials, platform access, and dedicated support to help advisers deliver better client outcomes through our investment solutions.
How do you handle client communications?
We provide direct team contact details, respond promptly to inquiries, and offer flexible communication methods including in-person meetings, video calls, and written updates.
