Killik Asset Management Services

Killik Asset Management (KAM) is Killik & Co’s research-driven investment team, responsible for Killik & Co’s Pan-European Equities and Fund research, and management of various balanced and specialist investment mandates. The team looks after portfolios for trusts, charities and individuals, and is based at our Head Office in Mayfair.

KAM offers both Multi-Asset and Multi-Manager services. KAM’s Multi-Asset services, consisting of KAM Specialist and KAM Tailored, invest across the full range of asset classes. In addition to direct investment in equities, KAM Multi-Asset portfolios may invest directly in sovereign and corporate bonds, exchange traded funds for exposure to investments such as commodities, and achieve hedge fund, property and non-European equity exposure via open and closed-ended managed funds. The KAM Hedged service is a tailored service which enables the investment team to control portfolio volatility through the use of hedging instruments where appropriate.

KAM Services

Killik Asset Management offers its clients a number of specialist investment and service options. These include:

Features

  • Our Head Office-based specialist investment team
  • A range of specialist and tailored investment services
  • Offers a CFD facility for hedging portfolios and taking short positions where appropriate
  • Expert portfolio management and investment services
  • Potential mitigation of Inheritance Tax through our AIM Inheritance Portfolio
  • Targeting of market-beating returns from London’s Alternative Investment Market
  • A service tailored to your pension investment requirements
  • Targeted 5% yield from our Specialist Income Portfolio