Managed Services
When it comes to looking after your investments you have two main options. If you have the time and the ability to manage your own investments, and choose to do so, then you will probably look at one of our Advised Services. If not, you could consider handing over the day-to-day running of your portfolio to one of our Managed Services.
This choice is not simply black or white. You could, for example, choose to split your portfolio, with say 80% of your money managed by us through our Managed Services, and the remaining 20% placed in Advised Services, where you make the investment decisions. We are totally flexible in this regard.
At Killik & Co, we take the view that there can only be one manager of a list of investments, the client or the Broker. With our Managed Services we are the manager and take responsibility for ensuring that the portfolio is always suitable, having regard to the information you have given to us.
Should you choose Managed Services you have a number of further options. Firstly you can choose between having your portfolio managed either by one of our Brokers or by one of our specialist teams.
If you choose a Broker to manage your money, you have the option of either Discretionary Stockbroking or our Managed Portfolio. The former will mean your Broker will make decisions based entirely on your personal strategy and direction. The latter will use our asset allocation model to put together an investment plan for you, structuring your investments to meet your goals whilst monitoring your exposure in specific areas.
As a final option your portfolio could be managed by one of our specialist teams at Killik Asset Management (KAM) with your Broker assuming the role of relationship manager. KAM offers a selection of specialist management possibilities.
If you'd like to know more about our Managed Services, simply click on the links below: