Award-Winning Investment Management for employees of Oaktree Capital

As an ‘Approved Broker’ for employees of Oaktree Capital, Killik & Co are able to offer you our full range of award-winning Investment Management services, with the added ease of providing a reporting feed of all transactions made on your accounts, directly to your compliance department.

In addition to Investment Management services, we are also able to provide you with our comprehensive range of Wealth Planning, Tax, Trust, and Foreign Exchange services.

For further details on any of our services, or to request account opening forms, please contact us on 020 7337 0777 or info@killik.com.

Please do not assume that past performance will repeat itself and you must be comfortable in the knowledge that you may receive less than you originally invested.

Advised Portfolio

Maintain full responsibility for each and every decision made on your portfolio, whilst still benefiting from our award-winning advice, dealing and custody services

Managed Portfolio

Entrust the day-to-day management of your investments to your dedicated Investment Manager

Planning

No matter where you might be on your individual journey, we are able to work with you throughout the various stages of your life, to ensure you remain on track to achieve your financial ambitions.

Multi-Manager

Access to a managed portfolio of the best funds available in the market place, hand-picked and curated with our expert advice

Fixed Income Service

Providing investors with a reasonable and predictable level of income, by investing in a portfolio of Fixed Income investments.

Special Situations Portfolio

A portfolio of small and medium sized UK companies, offering the potential for above-average capital growth

Dividend Growth Service

A diversified source of growing UK dividend income as well as long-term growth, by investing in UK mid cap companies

Inheritance Tax Portfolio

Seeking to mitigate Inheritance Tax by investing into shares qualifying for Business Property relief

Killik Currency Service

Highly competitive exchange rates, as well as the ability to help manage currency risk

Offshore Services

Our comprehensive range of Investment Management and Wealth Planning Services, with custody provided offshore in Jersey

Shareowner Services

The ability to opt-in to receive shareholder materials electronically or by post, directly from the companies in which you hold shares

Silo

Our astonishingly elegant app that intelligently saves whilst you live your life and then invests on your behalf

Comprehensive Wealth Planning

Taking into consideration every aspect of your financial life, our Wealth Planners will ensure you have a plan in place to help you achieve your financial ambitions.

Focused Planning

Whether growing, protecting or ultimately distributing your wealth, we are here to ensure you achieve your goals

Planning for Retirement

Whether you are contributing to your first pension, drawing an income or reviewing existing plans, we’ll ensure you enjoy the retirement you deserve

Inheritance Tax Planning

For those looking to manage their exposure to Inheritance Tax (IHT) we can identify all appropriate options, which often means nothing more than some clever planning and some well-placed investments.

Wills, Tax & Trust

Offering a broad range of personal tax and professional trustee services, including will writing and annual tax returns.

The Killik & Co Family Office

The Family Office goes beyond simply attending to the management of our clients investments and instead offers a truly uncompromising and entirely individual lifestyle management service.