City Gate

City Gate Money Managers Ltd is a well established specialised independant financial advisor firm based in Glasgow.

Highly Specialised Advice

City Gate has access to highly specialised advice in the following areas:

  • Discretionary Management on a bespoke platform
  • "Family Office" wealth management
  • International advice
  • Corporate finance for small and medium size enterprises including access to a range of unusual international funding arrangements and structures
  • Employee benefits, Group pensions, recruitment and retention products

Significant Resources

City Gate has very significant resources to deal with all of your needs

  • A team of 23 authorised advisers covering the UK and Spain
  • A back office team of research, technical, compliance based in the UK
  • Comprehensive authorisation through the UK FSA including acting as a pension transfer and opt out
  • An international network of specialist advisers including taxation, insolvency, company formation, litigation, accountancy and corporate finance
  • Crucially, our mission is to know our clients and present them options for the best solutions for their wealth management, wealth and business protection and tax mitigation.

First Class Service

City Gate stands by its reputation for delivery of first class service. Our client profiles include

  • Employee benefits to multinational air freight companies
  • Group employee benefits to bank and bank spin-off companies
  • Lead financial advisers to the wind up of final salary pension schemes for a leading UK retail firm
  • Corporate finance for several international property development companies

We would be delighted to provide bespoke references for any advice or projects.

Current Offer

City Gate Money Managers Ltd was acquired by Helvetia Asset Management on the 24th November 2009, Helvetia Asset Managemment is a 100 percent subsidiary of Helvetia Wealth Group.

Downloads

Presentation can be downloaded here

Application Form can be downloaded here

Offer Document can be downloaded here