Specialist fund managers

The Citimark Discretionary Investment Management Service remains completely independent of Specialist Fund Managers. Armed with a detailed understanding of your specific investment objectives and a mutual understanding of your attitude to risk, we assist in the selection of a suitable specialist fund manager group, who we have already carried out extensive due diligence upon. After making the introduction we will ensure that a close relationship is developed with us at the helm. We closely monitor performance to ensure that all relevant objectives are constantly met.

Clearly investment management is a key player in our financial mix and if we feel they aren't contributing as effectively as they could be then we are in a position to immediately replace them. This is a rare occurrence as our selection criteria is extremely robust and has produced above average results in just about all cases.

Our aim is your aim: to build and manage your wealth through intelligent investment management to ensure you have the lifestyle of your dreams.

The Citimark Experience (December 2010)

• Citimark now has over £135million of client money under direction, building at over £5m per month
• We work closely with a select number of boutique fund managers, who offer extremely competitive terms and produce above average results. Citimark continuously monitors their performance to avoid any mismatch in competences

Citimark now has over £135million of client money under direction, building at over £5m per month

We work closely with a select number of boutique fund managers, who offer extremely competitive terms and produce above average results. Citimark continuously monitors their performance to avoid any mismatch in competences