Since joining the firm in 2011, Matt has been part of the Private Client Group in Killik & Co’s Mayfair Head Office. In this role Matt works with private individuals, families and trusts. Central to his approach is the development of long term relationships with clients. Combining his understanding of clients’ aims and constraints with his knowledge of markets, he constructs, manages and advises upon bespoke investment portfolios. Matt also works alongside Killik & Co Wealth Planning to ensure that investments are structured in a tax efficient manner.
Prior to 2011, Matt was a Chartered Surveyor and spent five years in the commercial property industry working for Knight Frank, DTZ and The Crown Estate. Having looked at the financial services sector from the outside, he is alert to how daunting the terminology associated with the markets can be and works to break down this jargon barrier for clients.
Matt, who also holds a BA (Hons) in Economics & Geography and a MSc in Real Estate, gained the CISI Chartered Wealth Manager Qualification in 2015.