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Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AFH Independent Financial Services Ltd Leonid Nji
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Dart Capital Limited Richard Whitehead
Dennehy Weller & Co Ltd Brian Dennehy
Equilibrium Asset Management LLP Mike Deverell
Fiducia Wealth Management Gordon Kearney
Gemmell Financial Services Limited Matthew Masters
Holden & Partners Amelia Sexton
Minerva Fund Managers Limited Paul Warner
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
The Share Centre Andy Parsons
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
City Asset Management Photo of Michael Paul
The company was established in 1988 to develop financial services to private clients with the emphasis upon investment management, alongside broader financial planning needs. We specialise in broadly based absolute return portfolios, using a mixture of onshore and offshore funds including alternative asset classes such as hedge and property funds.

James is a highly experienced multi-asset fund analyst and he joined City Asset Management in 2009 as Research Director to lead its expanding Research Department. Previously he was Head of the Multi-Manager team at Barings and Head of Fund Research at Berry Asset Management, where he was responsible for fund selection for over £700 million in assets split across five asset classes. Prior to this he has been a senior fund research analyst at Bestinvest and worked at Gartmore and Standard and Poors.

   
Company Name City Asset Management
Company Website www.city-asset.co.uk
Year Established 1988
Client Base 1,800
Funds Under Management (£) 323,000,000
Number of Employees 50
Number of Offices 4
Annual Company Turnover (£) 5,000,000
Area Service available
Investment Yes
Pensions No
Life Assurance No
Tax Planning No
Corporate No
Mortgages No
Healthcare No
Offshore/Expats No
SIPPs No
ISAs No
Name Job title
James Calder Research Director
Vivian Coghill Managing Director
David Willcox Investment Director
Helen Angove Sales and Marketing Director
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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