City Asset Management
City Asset Management is an independent investment company that provides investment services. Their focus is on preserving and increasing clients' wealth while managing risk and avoiding permanent loss of capital.
- Financial Planning
- Sustainable Service
- Investment Management
- Managed Portfolio Service
- Bespoke Portfolio Service
Locations
Competitors
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Oakham Wealth Management is an established, boutique investment firm, founded in 2004, based in Mayfair, London.
Rowan Dartington is a wealth management firm that provides bespoke investment solutions and financial planning services.
Raymond James, Mayfair is a boutique investment management firm located in the heart of the West End.
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
Company Details
City Asset Management is operated by City Asset Management Plc and is a Active company incorporated on 1 February 1988 with the registered office located in London, City of London. City Asset Management Plc was registered 37 years ago.
Status
Active
Size
Small
Directors
7
Age
37 years old
Employees
50
Turnover
£7.46M
Total Assets
£10.49M
Cash in Bank
£2.91M
Total Liabilities
-£1.89M
Teams
50
29
13
6
6
5
5
Chief Executive • Joined Jun 2012
Non Executive Director • Joined Sep 2023
Chief Investment Officer • Joined Dec 2022
Head Of Investment Management (Director) • Joined Oct 2021
Director, Head Of Financial Planning • Joined Feb 2011
Director
Director
Investment Manager • Joined Jan 2021
Investment Manager • Joined Jul 2024
Investment Manager • Joined Jan 2013
Chief Investment Officer • Joined Dec 2022
Investment Manager • Joined Jan 2021
Investment Manager • Joined Jul 2024
Investment Manager • Joined Jan 2013
Investment Manager • Joined Mar 2024
Investment Director • Joined Dec 2009
Investment Director • Joined Jan 2022
Investment Director • Joined Jan 2022
Investment Director
Head Of Dealing • Joined May 2017
Chief Executive • Joined Jun 2012
Head Of Investment Management (Director) • Joined Oct 2021
Director
Director
Investment Director • Joined Dec 2009
Investment Director • Joined Jan 2022
Investment Director • Joined Jan 2022
Investment Director
Head Of Dealing • Joined May 2017
Office & Events Manager • Joined Oct 2014
Client Services Executive • Joined Jan 2021
Client Services Executive • Joined Dec 2024
Business Development Manager • Joined Mar 2019
Business Development Manager
Business Development Manager • Joined Apr 2022
Office & Events Manager • Joined Oct 2014
Administrator
Settlements Administrator
Personal Assistant • Joined Oct 2007
Office Assistant
Chief Executive • Joined Jun 2012
Non Executive Director • Joined Sep 2023
Chief Investment Officer • Joined Dec 2022
Director
Director
Personal Assistant • Joined Oct 2007
Financial Planning Consultant • Joined Feb 2010
Financial Planning Consultant • Joined Oct 2015
Financial Planner • Joined Jan 2022
Retired
Chartered Financial Planner • Joined Nov 2022
Paraplanner • Joined Jun 2005
View 50 members