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 (Password protected. Please call 0141 352 6333 to obtain password)
Presentation can be downloaded
here
Application Form can be downloaded
here
Offer Document can be downloaded
here