Since we began in 1989 and we have made it our mission to make the benefits of investing accessible to all. As we have grown over time we have supported many charities and also opened our own Charitable trust over 20 years ago.
Through this we have developed an understanding of the day-to-day operations and reporting obligations that fall on a charity and so are uniquely placed to help your charity comply with its Investment Policy Statement.
We have worked with a range of local charities, non-profits, trusts, hospitals and schools. We understand every charity’s needs are different and will assign a dedicated and qualified team that understand your requirements and can design an appropriate investment portfolio.
Find out more about what we offer below.
Fees
Assets below £2m 0.75% + VAT (0.90%)
Between £2m-£5m 0.50% + VAT (0.60%)
Above £5m+ 0.25% + VAT (0.30%)
Cash Management
We understand each charity has different needs. Our team can help get the best rate combined with the knowledge your money is secure.
Specialist Advice
Our partnership holds a wealth of complementary areas of expertise, from specialist investment
and planning services, through to support with
taxation and trust management.
Killik Knowledge hub
We are committed to ensuring anyone looking to develop their financial knowledge has the opportunity to do so. Here you can find a range of articles, podcasts and our 'Killik Explains' video series.
24 hour access
Our client portal myKillik - provides around the clock access to your account, 24 hours a day, 7 days a week.
We are delighted to have been nominated for Best Charity Investing Service at the COLWMA 2023
