Our Services

Our services are designed to help you navigate the complexities of managing and growing your wealth. With a focus on personalised solutions, we offer a range of investment strategies tailored to your unique goals and risk tolerance. Our experienced team of wealth managers are dedicated to providing expert guidance and building long-lasting relationships based on trust and integrity.

Whether youʼre planning for retirement, managing your investments, or seeking advice on estate planning, our wealth management services are here to help you achieve financial success. Let us assist you in creating a solid foundation for your future and unlocking the full potential of your wealth.

Services we offer:

Investment Management

We recognise that many people do not have the time or desire to manage their own investments and wish to entrust us with the day to day decision making.


As part of the CityPoint investment team, we have inhouse Financial Planning to build bespoke financial plans based on your requirements.

Responsible Investing

We believe responsible investment leads to better financial returns and more sustainable business practices.


Raymond James, CityPoint leverages the expertise and experience of the Raymond James European Investment Banking offering.