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Confidant | Summer 2023

Tim Bennett

Partner, Education

Pulling together

Welcome to the Summer 2023 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights include;

  • Paul Killik on why smaller shareholders must not be marginalised
  • Rachel Winter’s roundup of the quarter’s key market events
  • The Equity Research team on how AI can benefit long-term investors
  • Our Wealth Planners on the new opportunities in the pensions space
  • A roundtable focused on how we work with, and for, our clients
  • Tim Bennett’s three top personal finance tips
  • An insight into the Lloyd’s of London insurance market

 

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Disclaimer

Please remember that we are an investment company and as is the very nature of investing, there are inherent risks. The value of your investments can both rise and fall over time and you cannot assume that past performance will repeat itself. You must be comfortable in the knowledge that you may receive less than you originally invested. The tax treatment of your investments with Killik & Co will depend entirely on your individual circumstances and may be subject to change, so please do seek advice.

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© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
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