Our approach to wealth management integrates investment management and wealth planning services to help maximise the potential of your savings over your lifetime.
As an independently-owned wealth manager, we pride ourselves on the personal service we provide our clients, and our history of delivering bespoke solutions.
We apply a long-term lens to wealth generation, supported by our global and thematic investing approach that connects you directly to the trends, industries and companies that are shaping the future.
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
We believe working with a Wealth Planner is the most effective way to make your finances go further, as our team can advise how to structure your finances and investments in a tax-efficient manner.
Taking an integrated approach to managing your wealth offers the best of both worlds, as your Wealth Planner can structure your investments to maximise tax efficiency while your Investment Manager can construct your portfolio to optimise performance.
This allows you to benefit from the input of two experts who will work in partnership to deliver an efficient and effective wealth management strategy tailored to your unique circumstances.
Our dedicated and experienced teams offer advised and managed investing services, delivered in parallel with wealth planning and portfolio structuring services.
Past performance is not an indicator of future results
We believe that our combined expertise in wealth planning and investing sets us apart from other wealth managers and builds wealth in the most sustainable way, to ensure our clients’ portfolios are optimised for growth over the long term.
Before making suggestions, we seek to understand your goals to help us best understand how to...
We pride ourselves on delivering bespoke solutions for our clients, and our dedicated Advisers...
Our success is linked to yours when it comes to fees. We aim to work to a single charge instea...
Our Investment Managers and Wealth Planners can help you get more from your money through comp...
We are one of a few remaining firms to offer services for investors seeking discretionary or a...
We match you with one of our qualified specialists based upon your investment style, who will...
Wealth planning is about much more than managing money well. Paying off debt, building up cash savings and setting up a pension are all smart financial steps to take, but there are many more moments throughout life that could benefit from wealth planning expertise.
Our focus is on putting money in the right places, so your wealth grows as you do. Whether you need to save, invest, or both to meet your financial ambitions, our Wealth Planning Service offers professional advice that can save you time and worry – now and in the future.
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
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:
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.
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
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.
Past performance is not an indicator of future results