Third Financial becomes platform partner for London planning firm

Enters five-year agreement with City Asset Management

Isabel Baxter
clock • 1 min read

Third Financial, part of the Nucleus group, has partnered with independent financial planning and investment management firm City Asset Management.

In a press released shared today (24 July), Third Financial said this is the latest addition to its "growing client roster, marking another milestone in its growth trajectory".  London-based City Asset Management is an independent financial planning and discretionary investment management firm. It has more than £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.  Third Financial commercial director Ricky Ali said: "It's a vote of confidence in our team that City Asset Management has committed to working with us for th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Dan Russell launches Funkled to combat financial education 'crisis'

Dan Russell launches Funkled to combat financial education 'crisis'

Described as a ‘Duolingo’ for financial literacy

Isabel Baxter
clock 05 March 2026 • 1 min read
Aviva's wealth arm posts net flows of £10.9bn

Aviva's wealth arm posts net flows of £10.9bn

'Momentum' in platform asset gathering

Alex Sebastian
clock 05 March 2026 • 1 min read
FCA warns on firm's 'unsuitable' financial advice

FCA warns on firm's 'unsuitable' financial advice

HDH Investment Services had permissions restricted in January

Isabel Baxter
clock 05 March 2026 • 2 min read