City Asset Management
City Asset Management has 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. For financial advisers: We can manage your clients’ investments with our range of investment solutions (covering different performance targets depending on your clients’ appetite for risk), freeing up your time to focus on nurturing relationships and better understand your clients’ needs. For individuals: Our responsibility as your wealth manager runs far deeper than just generating portfolio returns. We can help you achieve your unique investment needs and goals through our expert financial planning and investment management. To find out more about our solutions and why advisers and investors like our approach, visit
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Verified contacts
52
available on Kipplo
LinkedIn employees
57
51 to 200 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
7
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
52 contacts with verified email or phone · masked until revealed.
- PA
Praveen Asokan
Head of Systems and Software · Information Technology
EmailPhone - BR
Bill Roll
Principal · Finance & Accounting
EmailPhone - CG
Chris Gillam
Head of Business Development · Sales & Business Development
EmailPhone - DW
David Willcox
Investment Director · Finance & Accounting
EmailPhone - JR
James Ross-Russell
Investment Director · Finance & Accounting
EmailPhone - JA
Jason Armstrong-Butler
Investment Director · Finance & Accounting
EmailPhone - KT
Kate Turner
Non Executive Director · General Business & Management
EmailPhone - MR
Mark Rushton
Head of Investment Management (Director) · General Business & Management
EmailPhone - PA
Patsy Anang
Head of Client Services · Customer/Client Service
EmailPhone
Showing 9 of 52 verified contacts
Top roles at City Asset Management
32 distinct titles indexed · top 10 shown.
- 4investment director
- 4investment manager
- 3assistant investment manager
- 3business development manager
- 3financial planning consultant
- 2client services executive
- 2deputy head of client services
- 2director
- 2financial planning administrator
- 2risk and compliance officer
- +22more titles
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