By focusing on outperforming inflation rather than peer performance, we generate real returns. We have over 30 years' experience providing investment services to private clients and families - either directly, or through a trusted network of professional financial advisers.
Our goal is to preserve and increase investors' wealth, which is why we value real returns (outperforming inflation) more than relative performance (outperforming a benchmark).All while carefully managing risk and avoiding permanent loss of capital. Our responsibility as your wealth manager runs far deeper than just generating portfolio returns.
Our goal is to preserve and increase investors' wealth, which is why we value real returns (outperforming inflation) more than relative performance (outperforming a benchmark).All while carefully managing risk and avoiding permanent loss of capital. Our responsibility as your wealth manager runs far deeper than just generating portfolio returns.
Services
City Asset Management was established in 1988 by the Coghill family, to deal with the complex needs of private clients and their wealth. Over more than 30 years, we have developed our services and today our clients range from private individuals, families, charities and pension funds, through to corporate bodies and trusts.
Want to talk to us about what we can do for your clients? Meet our team below, who are happy to talk to you about our different services and find out more about what you need for your clients. Railene leads our Business Development Team and enjoys working with advisers and their clients - whether it's dealing with a complex pension case or discussing the needs of a vulnerable client.
We are an investment management company with an integrated team of financial planners, meaning we not only work with you to understand your financial goals but also offer different investment services to help you achieve them. We are dedicated to maintaining and preserving your wealth and assets, and aim to offer a more personalised and flexible service-led approach than you might get from one of the larger asset managers or private banks.
Our business is built on our people and throughout our teams runs a culture that is based on striving every day to better ourselves. We have a strong pedigree of teaming experience with fresh talent, drawn from our long-standing relationship with the University of Bath.
Our board provides a wealth of experience as well as a progressive mindset, that together drives the firm forward and makes sure we grow without losing sight of our purpose or culture.Nick has spent the past decade successfully growing the business his father started over 30 years ago, while maintaining the culture of a staff and family-owned business.
Our board provides a wealth of experience as well as a progressive mindset, that together drives the firm forward and makes sure we grow without losing sight of our purpose or culture.Nick has spent the past decade successfully growing the business his father started over 30 years ago, while maintaining the culture of a staff and family-owned business.
Our carefully considered process aims to select the ideal investments for you, at the right time. Our investment process has four stages, with the ultimate target of generating real returns well ahead of inflation. Client outcomes drive our investment process and to achieve our minimum return targets, we start with how much risk we need to take over the longer term.
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