City Asset Management
City Asset Management is an independent, FCA-authorised UK investment management firm founded in 1988, offering discretionary portfolio management (MPS, AIM, Bespoke, DEP, Sustainable) and financial planning to high-net-worth private clients and families, delivered directly or through Independent Financial Advisers.
- Company typePrivate
- Founded1988
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What City Asset Management does
City Asset Management Plc is an FCA-authorised (reference 122483), independent UK investment management firm founded in 1988 and headquartered in London with a Cambridge hub. It provides discretionary investment management and financial planning services to high-net-worth private clients and families, either directly or through a network of Independent Financial Advisers (IFAs). The company operates five core investment mandates: the Managed Portfolio Service (MPS, 0.25% all-inclusive fee), the AIM Portfolio Service for Inheritance Tax planning, a Bespoke Portfolio Service, a Direct Equity Portfolio (DEP) service, and a Bespoke Sustainable (ESG) service, supported by financial planning. Custody, execution, and back-office functions are outsourced to Third Platform Services Ltd (Third Financial, part of Nucleus), with the YourCAM client portal and mobile app delivered through Moneyinfo Limited using Yodlee data feeds for consolidated portfolio reporting.
Revenue is generated primarily through AUM-based management fees on long-term discretionary mandates, supplemented by fee-based financial planning work. Distribution is dual-channel: direct relationships with private clients and intermediary partnerships with IFAs who outsource investment management while retaining the client relationship. The firm is family and staff owned (Plc structure with non-traded shares), governed by a five-member executive board plus a non-executive director. For FY ending September 2024 it reported turnover of £7.46M and profit before tax of £0.54M on 50 FTE; the custodian holds nearly £8 billion in client assets on the firm's behalf, and the firm carries £7.1M of own funds.
The operating model is relationship-led and conservative: 35+ years of continuous operations, the same lead investment manager on the AIM mandate since 2004, multi-platform availability (abrdn, Aviva, Transact, Fidelity, Wealthtime), Cyber Essentials Plus certification, and a 2025 Global Investor Award for Best AIM Portfolio Service. Geographic reach is UK-only and the firm does not serve non-UK residents. There are no public funding rounds, no subsidiaries, and no disclosed M&A activity; growth has come organically through adviser channel expansion, product breadth, and UK platform distribution rather than acquisition or external capital.
City Asset Management firmographics
Firmographics- Name
- City Asset Management
- Legal name
- City Asset Management Plc
- Website
- https://city-asset.co.uk
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- City Asset Management is an independent, FCA-authorised UK investment management firm founded in 1988, offering discretionary portfolio management (MPS, AIM, Bespoke, DEP, Sustainable) and financial planning to high-net-worth private clients and families, delivered directly or through Independent Financial Advisers.
- Ownership category
- akta.pro rank
City Asset Management industry classification
Industry- Product category
- Wealth Management / Discretionary Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where City Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
City Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Fees: Discretionary investment management services charged as a percentage of assets under management. All-inclusive fee model for MPS service at 0.25% (exempt from VAT). Fees vary by investment size and wrappers used for other services.
- Financial Planning Fees: Fee-based financial planning services charged depending on complexity and type of work involved. All fees agreed with clients before work commences.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Managed Portfolio Service (MPS) - All Inclusive |
| Subscription | Annual | AIM Portfolio Service - No Entry or Exit Costs |
| Subscription | Annual | Bespoke Portfolio Service |
| Other | Multi-year contract | Financial Planning |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
City Asset Management product offering
Product offeringCore offering
City Asset Management provides discretionary investment management and financial planning services to private clients, families, and Independent Financial Advisers (IFAs) in the UK. Its core portfolio offerings include the Managed Portfolio Service (MPS) with inflation-plus targets, the AIM Portfolio Service for Inheritance Tax planning, the Bespoke Portfolio Service for customised mandates, the Direct Equity Portfolio (DEP) Service, and the Bespoke Sustainable Service incorporating ESG criteria, all supported by the proprietary YourCAM client portal.
Product overview
City Asset Management operates as a financial services firm offering a coordinated suite of investment management and financial planning services. The core offering spans five distinct investment services: the Managed Portfolio Service (MPS) with multiple inflation-plus strategies, the AIM Portfolio Service for Inheritance Tax planning, the Bespoke Portfolio Service for customized mandates, the Direct Equity Portfolio (DEP) Service for focused stock selection, and the Bespoke Sustainable Service incorporating ESG criteria. These are complemented by standalone Financial Planning services. All private client services are accessible through YourCAM, a proprietary digital portal and mobile application (available on iOS and Android) that aggregates investment data, documents, valuations, and secure communications in a single interface. For financial advisers, CAM provides parallel services including MPS, AIM, Bespoke, DEP, and Sustainable offerings, along with due diligence support and an approved providers directory. The YourCAM platform is delivered through a partnership with Moneyinfo Limited, with underlying data aggregation powered by Yodlee technology.
Differentiator
Problem solved
Functional benefit
Brands
- YourCAM: Client portal and mobile application providing access to view and manage finances, portfolio holdings, documents, and secure messaging with the CAM team.
- Managed Portfolio Service (MPS)
- AIM Portfolio Service
- Bespoke Portfolio Service
- Direct Equity Portfolio (DEP) Service
- Bespoke Sustainable Service
Products and services
- Managed Portfolio Service (MPS) A multi-strategy discretionary portfolio service offering a range of risk-targeted mandates designed to deliver real returns above inflation, available to private clients and through third-party investment platforms.
- AIM Portfolio Service A discretionary AIM-focused investment service designed for Inheritance Tax planning via Business Relief eligibility, with no setup charges, exit fees, or annual inflation increases.
- Bespoke Portfolio Service A fully customised discretionary investment management service tailored to individual client needs, objectives, and tax considerations, allowing advisers to focus on financial planning while CAM manages investments against client-specific mandates.
- Direct Equity Portfolio (DEP) Service A focused equity portfolio service targeting high-quality, profitable businesses with long-term growth prospects that are undervalued by the market, seeking to add value through stock selection rather than broad market exposure.
- Bespoke Sustainable Service A discretionary investment service incorporating Environmental, Social, and Governance (ESG) criteria, allowing clients to align their investments with values such as climate change prevention or social equality.
- Financial Planning Holistic fee-based financial planning for private clients covering retirement planning, wealth protection, and long-term financial goal setting, typically delivered alongside investment management services with fees agreed before work commences.
- YourCAM Client Portal and Mobile App A proprietary client portal and mobile application (iOS and Android) providing consolidated access to investment portfolios, documents, valuations, and secure messaging with the CAM team, developed and managed through partnership with Moneyinfo Limited.
Quantifiable outcome
- AIM Portfolio Service has outperformed the AIM All Share Index by over 400% since inception in 2004
- +2 more outcomes
Companies that use City Asset Management
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
City Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature3 records
City Asset Management partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Third Platform Services Ltd (Third Financial)coreThird Financial acts as custodian and administrator for all investment management clients. They handle back office and custody functions, execute orders on CAM's behalf, and provide execution venues for trade execution. Part of the Nucleus Financial Group, fully FCA regulated, holding nearly £8 billion in client assets.
- Moneyinfo LimitedcoreMoneyinfo provides the YourCAM portal and app on behalf of CAM. They manage data storage, security, and technical infrastructure for the client portal. Data is stored in a secure facility with SSL encryption and appropriate technical and organisational security measures.
- abrdnminorInvestment platform provider where CAM's Managed Portfolio Service is available to advisers and clients.
- AvivaminorInvestment platform provider where CAM's Managed Portfolio Service is available through Aviva Connect.
- TransactminorInvestment platform where CAM's MPS is available for advisers and clients.
- FidelityminorInvestment platform provider where CAM's Managed Portfolio Service is available.
- WealthtimeminorInvestment platform where CAM's MPS is available for advisers and clients.
Scale indicators10 records
Recent moves5 records
Expansion highlights6 records
City Asset Management competitors and assessment
Company assessmentDirect peers
- Killik & Co: London-based private client investment manager offering bespoke portfolios and SIPP/ISAs with a relationship-led, branch-based model. Comparable HNW and family-market focus and direct-to-client rather than institutional acquisition motion.
- 7IM (Seven Investment Management): UK investment manager serving private clients and intermediaries via managed portfolio services and bespoke mandates, with a focus on multi-asset model portfolios and adviser-platform distribution. Comparable mid-sized UK peer with overlapping MPS and Bespoke offerings.
- Quilter Cheviot: Discretionary investment manager for private clients, advisers, and trusts, offering bespoke and model portfolio services. UK-led with similar adviser-channel distribution and a focus on personalised, relationship-driven portfolio management.
- Brooks Macdonald: UK discretionary wealth manager with HNW and charity focus, distributed through financial advisers and directly. Runs a centralised Investment Management process with model portfolios and bespoke mandates, structurally similar to CAM's MPS and Bespoke services.
- J.M. Finn: Independent UK investment manager focused on private clients, families, and intermediaries with discretionary and bespoke mandates. Closest independent-mid-market peer in ownership and target market to CAM.
- Punter Southall Wealth: UK private client investment and financial planning firm with discretionary managed portfolios and a strong IHT/IHT-relief service proposition (including AIM portfolios). Closest mid-market comparable given HNW focus, AIM exposure, and adviser channel.
- Rathbones Investment Management: UK-listed discretionary wealth manager serving HNW individuals and intermediaries with multi-asset portfolios, an AIM/IHT service, and a strong IFA channel. Operates an overlapping product set including managed portfolio services and bespoke mandates, with a comparable mix of direct and adviser-led client acquisition.
Broad incumbents
- LGT Wealth Management (UK): UK arm of the Liechtenstein-based LGT Group, offering discretionary investment management and financial planning to HNW clients and IFAs. Provides comparable MPS-style and bespoke portfolios but with the backing of a much larger private banking parent.
- Evelyn Partners (formerly Tilney Smith): Large UK wealth management and professional services firm combining investment management, financial planning, and tax/estate services. Overlap with CAM on HNW managed portfolios, IHT planning, and a multi-channel adviser business.
- Charles Stanley (Canaccord Genuity Wealth Management): Larger UK wealth manager combining stockbroking, discretionary and advisory investment management for private clients and IFAs. Overlaps with CAM across MPS and bespoke portfolios but operates on a much broader scale and platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
City Asset Management social profiles
Digital presenceCity Asset Management compliance and trust
Trust signalCompliance4 records
City Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
City Asset Management leadership team
Management profileNumber of profiles
Profiles9 records
City Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
City Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about City Asset Management
What does City Asset Management do?
City Asset Management provides discretionary investment management and financial planning services to private clients, families, and Independent Financial Advisers (IFAs) in the UK. Its core portfolio offerings include the Managed Portfolio Service (MPS) with inflation-plus targets, the AIM Portfolio Service for Inheritance Tax planning, the Bespoke Portfolio Service for customised mandates, the Direct Equity Portfolio (DEP) Service, and the Bespoke Sustainable Service incorporating ESG criteria, all supported by the proprietary YourCAM client portal.
Is City Asset Management a public or private company?
City Asset Management is a private company. It is classified as family owned and is currently operating.
When was City Asset Management founded?
City Asset Management was founded in 1988. It employs 11 to 50 people.
Where is City Asset Management based?
City Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does City Asset Management make money?
Two revenue lines are on record. Investment Management Fees are the primary driver. The others are financial Planning Fees.
Who are City Asset Management's main competitors?
Direct peers on record are Killik & Co, 7IM (Seven Investment Management), Quilter Cheviot, Brooks Macdonald, J.M. Finn, Punter Southall Wealth and Rathbones Investment Management. Broad incumbents are LGT Wealth Management (UK), Evelyn Partners (formerly Tilney Smith) and Charles Stanley (Canaccord Genuity Wealth Management).
Does City Asset Management have an API?
No public API is recorded for City Asset Management.
What industry is City Asset Management in?
City Asset Management's product category is Wealth Management / Discretionary Investment Management. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.