Investment Management

City’s aim is to develop a service portfolio which would give any investment management firm the option of focusing exclusively on investment management. To that end, we offer support for the firm, its investment vehicles and its investee companies.

For the firm, we augment the staples of corporate administration, accounting and tax with FCA compliance, financial modelling, software development, website design & build and public/investor relations.

For a range of investment vehicles – including investment trusts, venture capital trusts, investment companies, limited partnerships, Scottish limited partnerships, limited liability partnerships, special purpose vehicles, EIS funds and IHT funds – we cover compliance and regulatory reporting, accounting and taxation, design and production of corporate reports, investor relations, corporate and investment administration, and registrar and receiving agent services.

For investee companies, which are of concern to the investment manager or preparing for an exit, we offer financial troubleshooting, resolution of employment law issues, governance and risk management audits, and public relations.

'City really come through for us — always going the extra mile.

'I would recommend City if you are looking for a proactive, professional and courteous service, where nothing is too much trouble. The team are incredibly professional and diligent and a pleasure to work with.'