Richmond - Biographies

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  Sam Petts ACSI
  Private Client Manager

  Sam joined Killik & Co in 2004. As well as building lasting client relationships and utilising his specialist knowledge of investments and portfolio management, Sam enjoys managing an enthusiastic team and providing a superior service.

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  Tom Moloney ACSI
  Private Client Manager

  Tom joined Killik & Co in 2000 and worked as Assistant Private Client Broker in the City Branch and Compliance Executive at Mayfair before joining the Richmond Branch in August 2004. Tom mainly specialises in the asset allocation and structured management of client portfolios and pensions but also enjoys giving advice on shorter term trading ideas.

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  Ian King MCSI
  Private Client Broker

  After gaining degrees in physics and spacecraft technology, Ian began working in stockbroking in 1999. Having joined Killik & Co in 2007 and with over a decade of stockbroking experience, Ian specialises in derivatives, tactical trading and the management of tailored investment portfolios.

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  Shelain Lakhani ACSI
  Private Client Broker

  Shelain joined Killik & Co in 2006, as a member of the New Client Team before becoming a Private Client Broker. His area of expertise ranges from advisory stockbroking and investment management to financial planning. Shelain enjoys building long lasting relationships with his clients and providing tailored investment strategies.

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  Simon Howland
  Trainee Broker

  Simon is the most recent addition to the Richmond team, having previously worked at the Esher branch. Simon was brought over to assist in the managing of their growing client base by further developing relationships with new and existing clients. He helps in the team's continued efforts to provide the best possible quality of service.