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

27th July

Comments from Killik & Co’s Andrew Duncan are included in an analysis of Diageo company revenues, which beat estimates and rose to £12.1 billion

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20th July

Killik & Co’s Andrew Duncan is included in a feature on Unilever’s first half year profits, describing the results as “reassuring”.

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17th July

Killik & Co’s Rachel Winter comments on the news that Carillion has been named as one of the firms to work on building a new high-speed rail network in Britain.

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2nd July

In a feature on the impact of the rise of robo-advisers, Killik & Co’s Silo is featured as a case study, supported by comments from Zoe Zambakides.

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1st July

Killik & Co’s Mick Gilligan is quoted in a feature on why companies can no longer afford to pay top dividends, and the implications of this for investors.

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June 2017

19th June

Killik & Co’s partnership with Lapada begins with an exclusive seminar held at the Mayfair office, on ‘Collecting Anqtique Jewellery’.

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17th June

In a feature about the reluctance of traditional wealth managers to embrace the digital revolution, Killik & Co is included as a firm that has chosen to develop its own save and invest app – Silo

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17th June

Killik & Co’s Head of Fund Research, Mick Gilligan, is quoted in a feature about passive investments, commenting that as more money is raised passively, there is a risk that markets could become less efficient.

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8th June

Killik & Co’s Neil Evans outlines the timings associated with dividend qualification in ‘The essential guide to getting dividends’

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3rd June

Killik & Co’s Tim Bennett outlines the important considerations relating to retirement, for the weekly Portfolio Therapy column.

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2nd June

Killik & Co’s Mick Gilligan is quoted in a feature on the Woodford Patient Capital Trust, and its potential for high growth.

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1st June

Killik & Co insights are included in a feature about Patient Capital Trust.


1st June

In a feature titled ‘Cash Vs Investing’, Killik & Co’s Head of Education, Tim Bennett explains the challenges of successfully juggling both the desire for safety and the need for inflation beating returns.

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May 2017

20th May

Tim Bennett responds to a reader’s query about cost efficiencies in retirement, and the implications of relying solely on property for income.

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19th May

Killik & Co’s Harry Stothert is recognised as one of Citywire Wealth Manager’s Top 30 Under 30 – a shortlist of young professionals that considers academic achievements, qualifications and the importance of the role played by the individual.

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18th May

Neil Evans explains the difference between a Scrip and Drip dividend schemes, for a feature entitled How to collect dividends in shares rather than cash.

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15th May

Tim Bennett explains how best to manage your wealth through the market cycle, and the strategy that investors need for shorter-term cash-flow

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6th May

Tim Bennett’s expertise are included in the regular Portfolio Therapy feature, where financial solutions are offered in response to a reader case study

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5th May

Jonathan Drysch offers advice for making pension pots last with income drawdown

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5th May

Tim Bennett offers financial tips for millennials on how to make their money work harder

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2nd May

Killik & Co is announced as the official sponsor of the LAPADA Art Fair.

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April 2017

21st April

Rachel Winter discusses the benefits of the new three-year NS&I Investment Guaranteed Growth Bond.

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9th April

Why you should invest for an income – Paul Killik discusses the importance of income as a metric to stock market performance, putting our Killik & Co Income Monitor to work in Ian Cowie’s column this week for The Sunday Times


6th April

Head of Research, Mick Gilligan, gives his recommendations and rationale for ISA investments as we enter the new tax year.

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1st April

Paul Killik explains the benefits of compounding and intergenerational planning for helping younger generations.

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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.

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25th January

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

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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.

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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.”

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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.

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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.

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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.