Simon Dixon is our founder and chairman. He grew up in Yorkshire, so the Yorkshire Way comes naturally to him.
It’s not just Simon’s nature. He also nurtured his approach over more than 20 years as a fund adviser and discretionary fund manager in some of the world’s most active and challenging markets, such as Germany, Japan, South Korea, Thailand, and the UK. It’s not surprising that such expertise has earned him respect among both clients and his industry peers.
Simon’s worldwide experience taught him to think differently about investment management. He founded City House Investors in 2005 in order to bring that difference to every saver. In 2016 City House Investors were approved by the F.C.A. with discretionary investment management permissions, and launched its range of Alpha Manager discretionary model portfolios.
About Our Process
We’re from Yorkshire. We like to keep things simple and straight forward.
- Firstly we use Dynamic Planner as our risk assessment and asset allocation tool.
- Secondly we populate each asset class with FE Alpha Manager Rated Managers, then filter with FE Crown Rating and Morning Star Analyst Rating. If there is no Alpha Rated manager in a given sector we will revert to an index tracking fund.
- Finally we review and adjust the our portfolios every quarter by using the steps above.
There are a few more details and refinements to the above but that is pretty much our process.
Initially we only offered our portfolios to our own clients, however as we have had increasing interest from other advisory firms to use our portfolios we have decided to make these available initially on Ascentic and Transact for use by other firms.
If you think what we have to offer might help your clients and your firm please contact Simon Dixon on 0344 858 0581 or firstname.lastname@example.org.