Confidant | Winter 2024

Partner, Education

A helping hand

Welcome to the Winter 2024 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights;

  • Paul Killik explains the pillars of effective wealth building
  • Georgie Killik and Phil Sole introduce our newest House of Killik in Chiswick
  • Rachel Winter looks back on a challenging year for markets
  • The Equity Research Team highlight four core investment themes
  • Gordon Smith revisits the small cap space and flags four funds
  • Our Wealth Planning team discuss tax planning ideas for 2024
  • Two external experts weigh the implications of AI for business
  • Tim Bennett talks to Hardeep Chana, our new Compliance Director
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