Agility + Acumen

We’re independent. We’re not owned by a bank. We’re not owned by an

insurance company. We’ve deliberately designed a nimble company to bring

to advisers and investors a straightforward series of funds managed by

individuals who we believe are masters of their craft.

A good fund manager, like any good craftsman is hard to find. Once found, City

Financial harnesses the proven skills of these individuals. Without legacy or

conflict of interests and without the distractions that a big company brings, the

managers are empowered to focus on creating something remarkable for our

investors and their advisers.

Update – City Financial Multi Asset Funds: Market update and fund positioning

Mark Harris, head of Multi Asset at City Financial, provides an update on multi asset funds in light of equity market weakness.

  • Read the article here

Iveagh UCITS fund range acquisition completes

City Financial has completed the acquisition of Iveagh Limited’s Irish domiciled UCITS fund business. The deal provides City Financial the opportunity to develop an Irish domiciled open-ended fund range, in addition to its existing UK and Cayman domiciled ranges.

We are pleased to present City Financial’s range of Irish regulated Multi Asset funds.

Adventurous Portfolio
Balanced Portfolio
Cautious Portfolio
Growth Portfolio
Income Portfolio
Moderate Portfolio
Wealth Fund

  • Fund fact sheets available here
  • Key Investor Information documents available here
  • Read the press release here

City Financial appoints Chris Coombe as Chief Financial Officer

With over 30 years of experience in the industry, Chris has held a number of senior roles, including, Chief Financial Officer of Fidelity Worldwide Investment and Group Financial Controller of Schroders in the UK. Chris will report to Andrew Williams, Chief Executive, and will lead City Financial’s Finance, Operations and Client Services, Regulatory Compliance, Legal, Technology, Facilities and Human Resources teams.

  • Read the press release here

City Financial to buy Iveagh fund range

In an exclusive interview with Iveagh chairman Lord Iveagh and City Financial chairman Rob Hain earlier this year, Investment Week revealed the Iveagh fund range – the Dublin-listed portfolios – is to be sold to City Financial, with a deal agreed subject to regulatory approval.

  • Read the article here

City Financial announces launch of The Adviser Centre

The free-to-air, online research and consultancy service, The Adviser Centre, is designed to help advisers with their investment processes and their assessments of fund suitability. The team’s research is constructed around three lists, reflecting advisers’ actual experience of managing portfolios.

  • Read the press release here

InterestingLeigh: Be grateful for small mercies

Leigh Himsworth, head of UK equities at City Financial and manager of the City Financial UK Opportunities Fund, provides commentary for May

Corporate investment, a key part in the recovery jigsaw that we seem to have been waiting an age for, is finally showing some signs of life.

  • Read the complete commentary here