Building The Right Approach For You
As an independently-owned investment house our ambition remains exactly the same as it was when we opened the doors of our first branch in 1989: to serve our clients.
Whether you are a seasoned investor or new to the markets, we remain committed to delivering you a professional service and personal relationship that matches your style, experience and ambitions.
1. What is it that you wish to achieve?
Often what we think we are looking for and what we actually need can differ, so our approach is to start with the end in mind. Just as you would when visiting a Doctor, we take the time to ask the right questions, so that you can most benefit from our expertise. Whether it is about you and your family, your wider personal and financial circumstances, or your attitude to investing, asking questions allows us to better understand what you want to achieve and helps us identify how to get you there. This is critical to the level of service we offer.
2. HOW WOULD YOU LIKE TO WORK WITH US?
In answering this, whatever your level of experience, you will need to decide whether you wish us to act as your Adviser, and you remain the ultimate decision maker on your account, or give us the discretion to manage your investments on your behalf.
Combining our personal understanding of you and your circumstances with how you want to work together, enables us to construct a plan and portfolio that is aligned to helping you achieve the life you want to lead: your Life Well Lived.
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Dedicated Team
Your dedicated point of contact within the firm will be either a Wealth Planner or an Investment Manager, depending on your circumstances. They will provide the day-to-day management of your account, as well as conducting regular reviews to ensure it remains in line with your objectives.
Specialist Advice
Alongside your dedicated team, the wider Killik & Co partnership holds a wealth of complementary areas of expertise, from specialist investment services and Wealth Planners to Wills, Tax and Trusts. This ensures that we are able to offer you the correct guidance and council, whatever the question.
Independent Research
Our Mayfair branch is also home to our talented team of Investment Analysts who cover equities, managed fixed income and funds. They provide additional insight and expertise to all of our Investment Managers and clients and are regularly quoted in the press. An impartial research team means that as a firm we aren’t limited to simply investing in to in-house funds, or third party research, and instead are able to dedicate time to investigating the broader themes unfolding in the world and ensuring that our clients can benefit first hand from this insight.
Insights
Our dedicated Research team publish updates to their independent analysis daily, which is available to every client to receive as a ‘Daily Note’ or can be found within our Client Portal. For clients preferring a more condensed synopsis, a weekly research summary is available via our weekly update and our ‘Market Update’ video. Our Analysts also offer monthly market reflections and ad-hoc commentary on pertinent world issues as they arise.
Client Portal and App
The myKillik portal and app is a new and improved way to view your accounts and investments with ease. Easily filter your accounts and investments, view information about your investments and investment activity. You can also view your documents and account information.
Learning
Our series of video and audio podcasts ‘Killik Explains’ marks our ongoing commitment to ensuring that everyone interested in developing their financial knowledge, whether a first time saver, or a sophisticated investor, has access to a library of unbiased and easily digestible information, freely available on our website, YouTube, Twitter and LinkedIn. Whatever your level of interest or preferred method of learning, we hope that you will find our content to be both engaging and enlightening.
