Does your wrap manager re-align your investments every three months? City House Investors does.

Frequently
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0344 858 0581

If you have a wrap account with Old Mutual Wealth, we believe we have a different – and better – way to manage it.

  • Its different because our fees are low, but the quality of our service is high.
  • Its better because it only offers award-winning fund managers and, thus, the potential for better investment performance.
  • Its different and better because we are active wrap managers. We review and, if necessary, re-align your investments every three months.

We call it Investing the Yorkshire Way, but you dont need to come from Yorkshire to appreciate its three defining characteristics 

  1. We appoint only award-winning fund managers to invest on your behalf.
  2. You pay nothing upfront. Moreover, our fees are low, transparently calculated, and clearly declared.
  3. We are fully accountable and our high standard of reporting includes detailed quarterly reports that give you all the information you need.

In short, City House Investors delivers quality, value, and service.
Why not call us today to find out more?

Most financial advisers provide an advisory investment service, when an investment or pension is set up the advisor will recommend which funds and in what proportions your investment or pension should be allocated to. This allocation will not change until you receive a financial review in the future. Because life takes over, investors and their advisers often do not review their portfolios frequently enough and it can years between any meaningful review.

At City House Investors we provide a discretionary investment management service where you delegate the fund selection and asset allocation decisions to Simon Dixon, your portfolio manager. Simon and the team review and adjust the funds within your portfolio every three months so that you dont have to, and you know that your portfolio is being looked after properly all the time.

We have a short form for you to complete to appoint us, you will need:

  • Your wrap details – Value, policy number, type of accounts in your wrap e.g. ISA, Pension, Investment account
  • Your personal details – Name, address, National Insurance number  
  • You will need to decide which of our portfolios you wish to invest in 

Yes your investments will stay on the Old Mutual Wealth wrap platform, what will change is that your account will be within the City House Investors Old Mutual Wealth Agency so that we can manage your investments on your behalf. You can still view your account via the Old Mutual Wealth web site if you wish.

City House Investors charge 0.5% + vat per year of the value of your investments. This charge is divided by 12 then deducted from your Aegon Wrap monthly, that’s it. We do not charge anything to add or withdraw funds from your investment.

You will continue to pay the Aegon wrapper charges and the ongoing fund manager charges.

You can terminate your service with us at any time by letting us know in writing, there is no notice period.

Call us on 0344 858 0581

6B Josephs Well, Hanover Walk, Leeds, LS3 1AB     |     simon.dixon@cityhouseinvestors.co.uk