City Asset Management live with Pulse portfolio product

City Asset Management is a fast growing independent investment management company providing integrated wealth management and investment advice to predominantly private clients. The company, which has been in operation since 1988, is unattached to any major institution and is thus able to give truly independent advice solely focussed on the client's needs. CAM has experienced rapid growth in the last few years and with funds under management now in excess of £300M was keen to ensure that its back office investment administration processes remained robust.

Said Mike Trillwood, Operations Director 'We were conscious that we needed to manage our growth, accuracy and efficiency in an increasingly challenging regulatory environment and searched for a company which understood our requirements.

'We chose Pulse after an exhaustive review of available products and concluded that its offering best met our needs for comprehensive investment account management utilising the latest technology to deliver cost effective processing'.