As an independent investment house with thirty years’ experience and research, we are often asked for our perspective.
March 2017

24th March

Rachel Winter gives her expertise on covering a £10,000 income shortfall, through investing cash and switching investments to higher yield alternatives.

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22nd March

Mick Gilligan gives his perspective on Small Cap investing as the UK prepares to leave the EU.

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18th March

Sarah Lord comments on utilizing Junior ISA allowances before the end of the tax year, in order to save for your children and grandchildren.

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17th March

Sarah Lord outlines her end of tax year ‘checklist’ for effective planning ahead of 5th April/

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16th March

In a feature entitled We like zero dividend preference shares, Mick Gilligan discusses the associated tax benefits of this niche form of investment.

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14th March

In a feature around Nicola Sturgeon’s call for another Scottish referendum, Mike Pate comments on the uncertainty around, and impact of, the fall in oil revenues.

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14th March

In an editorial feature entitled What’s Worrying Investors? Five threats that could derail the bull market, Mike Pate and Tim Bennett are mentioned as experts who expect currencies and markets ‘to be hostage to news flow on negotiations’ until Britain formally leaves the EU.

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10th March

Jonathan Drysch, Associate Director of Wealth Planning, stresses the importance of considering other factors before using ISAs before pensions for IHT purposes

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3rd March

Mike Pate responds to the 2017 Spring Budget announcement, and the impact on income investors.

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2nd March

Killik & Co comments on the latest venture capital trusts, identifying those that could be a tax-efficient vehicle for higher-rate tax payers that have exhausted their pension allowance.

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February 2017

17th February

Investment Life & Pensions Moneyfacts highlights Killik & Co as the only SIPP provider  that does not charge a set up, administration or annual fee: ‘So far, Killik & Co proves to be the only exception, as they do not charge either fee.’


3rd February

At a time when bank deposits fare badly, Tom Anderson shares his global stock recommendations that could deliver the much-coveted income stream investors seek.

Read the full article here.

January 2017

30th January

Michael Pate, Partner at Killik & Co, talks to Bloomberg about how investors are facing a major step-change amidst reflation and rising risk in 2017.

Listen to the full interview here.


28th January

Mick Gilligan advises how to beat the dividend squeeze if you have withdrawn cash from a retirement scheme under recent pension freedoms.


25th January

Mick Gilligan picks property funds he thinks will continue to do well as the UK prepares to leave the European Union.

Read the full article here.


25th January

The FT highlights Killik & Co’s regular events for women who need to take control of their finances.

Read the full article here.


19th January

Michael Pate, Partner at Killik & Co, talks to Money Observer about Theresa May’s clarity on Brexit and what it mean for UK investors.

Read the full article here.


18th January

Graham Neale, Partner at Killik & Co, comments on the ‘fascinating growth story’ of vet business CVS, which he believes has further to run: “It is a resilient area of spending – holidays and restaurant trips will stop before animal owners risk the health of their pets.”

Read the full article here.


18th January

Tim Bennett, Partner at Killik & Co, provides some pointers for anxious long-term investors a day after Theresa May outlined her 12-point plan for Brexit.

Read the full article here.


18th January

Michael Pate, Partner at Killik & Co, suggests investing your annual bonus in lower risk investments if you want quick access but a more favourable return than cash ISAs.

Read the full article here.


12th January

Listed in this year’s City Wealth Manager Top 100, Mick Gilligan shares why Bacit is one of his top fund picks for 2017: “The Syncona management team has come onboard, along with a portfolio of early stage life science investments. The company will gradually evolve from a fund of fund investor to a life science investor. Management views Europe as the world leader in biomedical research and sees a great investment opportunity to invest in early stage life science ventures.”


9th January

Three funds that have pleasantly surprised us over the last decade.

Find out which of our model portfolio fund picks have achieved the strongest performances over the last 10 years.

Read the full article here.


3rd January

Paul Killik shares his New Year resolutions for your money over the year ahead: “Investors should resolve to be wary of bonds in 2017, particularly open-ended bond funds and only hold individual bonds of short duration. Be long of US equities as we go into the new year, particularly financials, but note that tech also looks interesting after a period of underperformance.”

December 2016

31st December

Tom Anderson discusses how much income $1m buys in retirement and how investing in dividend-paying stocks or mutual funds may offer the best returns.

Read the full article here.


14th December

Tom Anderson talks to the Daily Express about the challenge of beating inflation: “Investors could fight inflation by investing in a stock market fund, which should beat cash in the long run.”

Read the full article here.


14th December

Killik Private Education Index used to show how the overlooked sandwich generation can cut down on the total bill for private education and save for retirement: “Killik Private Education Index shows that keeping a child in a state school until the age of 8 would knock off £97,000 – more than a third from the total.”

Read the full article here.


2nd December

Mick Gillian comments on the misconception of measuring a funds risk/returns profile using the mean return, instead, suggests using the Sharpe ratio and standard deviation figures when analysing a fund.

Read the full article here.

 


2nd December

Michael Pate, Partner at Killik and Co, comments on being realistic about returns on equities and encourages clients to have a sufficient ‘rainy day’ fund to cover unforeseen events.

Read the full article here.

November 2016

28th November

Jer O’Mahony comments on participating in this year’s Centrepoint Sleep Out, which also saw several famous faces sleeping out to help the homeless: “I never got more than 20 minutes’ sleep. I can’t believe there are people sleeping like this every night in a great city like London.”


28th November

Listed in this year’s City Wealth Manager Top 100, Mick Gilligan expresses the importance of a consistent investment strategy during challenging times.


28th November

Sarah Lord, Wealth Planning Partner at Killik and Co, talks to Money Marketing about the value clients place on financial planning: “[There is a] gradual shift in client mindset that actually they want the plan to be more important.”

Read the full article here.


26th November

Tom Anderson comments on the uncertainty brought about by the equity market and his viewpoint that market volatility should not dampen investing: “Markets will always fluctuate and not necessarily in the direction or section one might expect. The start point should be understanding your investment objective and then building a diversified portfolio that has the potential to achieve your goals…”


21st November

Paul Killik comments on our latest endeavour into the world of bionic finance, Silo, launching early 2017: “This will allow us to re-engage with the savings market. Technology radically changes the dynamic. We couldn’t have offered what we’re offering today with the traditional legacy system.”


21st November

Gordon Smith comments on how he expects the volatility brought about by the US election to persist and his belief that political pressures should not dilute the longer-term potential the sector offers…

“Genuinely innovative drugs, driven largely by the biotechnology sector, that can show clear economic value in reducing the costs on long-term care will likely continue to be rewarded, in our view.”


16th November

Killik & Co comment on Danish drug maker, Novo Nordisk and the impact of replacing chief executive, Lars Rebien Sørensen on the firm’s strategy.

Read the full article here.


14th November

Mick Gilligan comments on the ratings agency Fundhouse and its plans to overhaul the way it labels funds, moving towards a metric based on potential returns instead of downside risk in an effort to stop investors “putting the cart before the horse”.

Read the full article here.


9th November

Patrick Gordon comments on a Trump presidency and the impact on the markets.

Read the full article here.


5th November

Will Greenwood comments on his amazing week with the world’s finest rugby club, the Barbarian Football Club.

“The boys are ready. The challenge is huge, but I am certain that not one Baa-Baas player will leave the field with a single regret from their far-too short time with possibly the world’s finest rugby club.”

Read the full article here.

October 2016

26th October

Paul Killik comments for City A.M on 30 years since the Big Bang…

“It was probably the most significant single event in the LSE’s transformation, says Paul Killik, chief executive of Killik & Co…”

Read the full article here.


25th October

Michael Pate on why he has positioned Killik & Co Managed Portfolio Service for a potential interest rate rise in the US by allocating to American banks.

“We’re still running a large foreign currency exposure but we’ve had such a sharp move down in the pound that we’re just starting to normalise that position. But it’s very incremental.”

Find the article here


24th October

Killik & Co readies model portfolio for US rate rise.

Michael Pate has positioned the Killik & Co Managed Portfolio Service for a potential interest rate rise in the US, expected towards the end of the year, by allocating to American banks.

Read the full article here.


18th October

Our Founder and SEO Paul Killik talks to the Telegraph about how D.I.Y investing can prove a lonely, rollercoaster ride.

 

Read the full article here.


11th October

Thought you’d never be able to buy a flat? Here’s how to finally get on the property ladder.

 

…Here, Sarah Lord, Wealth Planning Director at Killik & Co, shares her top tips for getting a foot on the property ladder.

 

Read full article here.


1st October

Sarah Lord talks to the Dail Mail about the rising cost of university loans.

 

‘Students are starting their careers on the financial back foot. Parents are realising that they are going to have to begin putting money away earlier to help them.’

 

Read the full article here.

September 2016

15th September

Why thinking small can lead to substantial rewards.

The legendary Warren Buffett puts most of his portfolio into just six companies. Two experts, including Killik & Co’s Rachel Winter give their top picks…

Read the full article here.