Talk to an Adviser

+44 (0) 20 7337 0777
myKillik

Contact us

New to Killik & Co

+44 (0) 20 7337 0777 [email protected]

Existing Clients

+44 (0) 20 7337 0400 [email protected]

Delivering bespoke investment solutions

We offer a range of award-winning investment management services that can help investors of any level of experience to achieve their financial goals.

Whether you are seeking a discretionary investment service or simply a partner to guide you in your investment decisions, we can help.

As one of a few remaining independently owned investment firms, we pride ourselves on the personal service we provide and our history of delivering bespoke solutions.

Our investment services

Enquire today

Talk to an Adviser:

+44 (0) 20 7337 0777

Email us:

[email protected]

Stocks

How we can help with Investment Management

We have a rich history of building and advising on investment portfolios. Our Advisers possess extensive and deep expertise in investment management, operating a range of services to meet different goals and support portfolio diversification.

Our in-house specialist teams invest in a broad range of asset classes, including:

  • Equities
  • Funds
  • Bonds and gilts
  • Alternatives

We also offer a Wealth Planning Service, as we believe working with a Wealth or Financial Planner is the most effective way to maximise your investments.

Capital at risk.

Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.

Our global and thematic investing approach

Our global and thematic investing approach connects you directly to the trends, industries and companies shaping the future.

We combine a big-picture perspective with detailed analysis to identify investments that we believe will deliver compounding returns based on long-term global catalysts for change.

Our collective expertise and specialist market experience enables us to tailor our approach to your time horizon as a partner to help you achieve your short, medium and long-term financial goals.

“If you are not willing to own a stock for ten years, don’t even think about owning it for ten minutes.”

Warren Buffett

How we manage your investments

We work with you to understand your unique requirements and develop a personalised investment strategy. The aim is to provide a well-diversified portfolio across different industries and sectors, optimised to manage investment risk and experience long-term growth.

Independent thinking in action

Independent ownership means we can prioritise the needs of our clients ahead of external parties, with our business often growing through referrals.

Purpose-driven portfolios

Your interests come first when we build a portfolio for you. Whether you favour a particular market, sector, or instrument, we can tailor a portfolio to suit your purpose.

Powered by collective expertise

Instead of delegating to just one Adviser, dedicated specialists will manage segments of your portfolio and leverage insights from our in-house Research Team.

Direct investment to reduce your costs

We aim to reduce net transaction cost to clients where we can through direct investment in equities and bonds/gilts, removing additional charges from third-party managers.

We offer simple and transparent fees

Our success is linked to yours when it comes to fees. We aim to work to a single charge instead of charging per transaction, and always include VAT in quotes.

Rigorously researched investment ideas

We invest significantly in our own independent research and share insights with clients, rigorously evaluating all investments through our committees.

Our investment management services

Our investment management services provide investors of any level of experience with a route to achieving their financial goals. We offer robust, transparent, and reliable services to help you chart your financial journey with clarity and confidence.

Managed Investment Service

Our Managed Investment Service offers a discretionary portfolio that allows investors to benefit from expert investment management and the latest investment intelligence.

Advised Investment Service

Our Advised Investment Service offers an advisory portfolio that allows investors to retain control over decisions while benefiting from access to our collective expertise and intelligence.

Stockbroking Service

Our Stockbroking Service offers experienced investors access to custody, dealing and research services.

Specialist Investment Services

Our Specialist Investment Services offer a range of solutions that target specific needs outside our core investing services.

App-based investing

Our app-based investing service offers a discretionary portfolio and gives you the tools to save and invest, little and often, with intelligent features and no minimum investment requirement.

Charity Investing Service

Our Charity Investing Service offers a managed investment service for trusts, schools, hospitals, non-profits and other charities.

CREST Account

Our CREST Account Service offers discretionary or advisory portfolios to CREST account holders seeking to invest in UK equities and gilts, and other international securities.

24/7 access to your investments

Our client portal, myKillik, gives you around the clock access to your accounts, our latest investment ideas and content library, both online and via your mobile or tablet.

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