Killik Asset Management Services for Professional Advisers

Killik Asset Management clients interact directly with the investment team.  As such, we provide a proactive and personal service via our Professional Adviser desk, which is headed by Jer O’Mahony.

The desk provides a dedicated service for Solicitors, Accountants and Trust Practitioners and provides a platform for interaction with the asset management team. We are available by telephone or by appointment to discuss your investment issues or those of your clients.

Features

  • Institutional calibre investment management tailored for private clients, charities and trusts
  • Absolute return and conventional investment strategies
  • Enhanced reporting service, bespoke Bi-Annual Reviews
  • Monthly fund manager’s publications
  • Seminar programme
  • Executor share-dealing services including Business Property Relief Probate Service