City Asset Management plc
For more than 35 years, we have been providing investment services to clients and their families - either directly, or through a trusted network of professional financial advisers. Our goal is to preserve and increase investors’ wealth, all while carefully managing risk and avoiding permanent loss of capital.
As an independent, family and staff owned business, we understand the importance of a personalised approach.
We have a team based in Cambridge with over 75 years of collective experience. The team is dedicated to delivering a wealth management service that is centred firmly around clients' needs, including both investment management and financial planning expertise.
“Our strength is our history and our people. The continuity of staff, together with our openness and effective communication, are the key drivers to the successful relationships we build with advisers and clients.”
Products and services
Wealth management and financial planning services
Our aim is to form a long-lasting relationship with each and every client, that spans generations. That way, we can make sure we genuinely understand your needs, and adopt a flexible approach so you receive the most appropriate solution to your financial needs. This can be in the form of standalone financial planning or investment management – or a combination of the two.
