A holistic service
Our approach to wealth management integrates investment management and wealth planning services to help maximise the potential of your savings over your lifetime.
As an independently owned wealth manager, we pride ourselves on the personal service we provide our clients, and our history of delivering bespoke solutions.
We apply a long-term lens to wealth generation, supported by our global and thematic investing approach that connects you directly to the trends, industries and companies that are shaping the future.
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Capital at Risk
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
The benefits of an integrated approach to Wealth Management
We believe working with a Wealth Planner is the most effective way to make your finances go further, as our team can advise how to structure your finances and investments in a tax-efficient manner.
Taking an integrated approach to managing your wealth offers the best of both worlds, as your Wealth Planner can structure your investments to maximise tax efficiency while your Investment Manager can construct your portfolio to optimise performance.
This allows you to benefit from the input of two experts who will work in partnership to deliver an efficient and effective wealth management strategy tailored to your unique circumstances.
Our Wealth Management Services
Our dedicated and experienced teams offer advised and managed investing services, delivered in parallel with wealth planning and portfolio structuring services.
Our points of distinction as a Wealth Manager
We believe that our combined expertise in wealth planning and investing sets us apart from other wealth managers and builds wealth in the most sustainable way, to ensure our clients’ portfolios are optimised for growth over the long term.
Your goals come first
Before making suggestions, we seek to understand your goals to help us best understand how to partner with you, and only after this do we tailor a plan for you.
Taking pride in personal service
We pride ourselves on delivering bespoke solutions for our clients, and our dedicated Advisers work to build long-lasting partnerships with you and your loved ones.
Simple and transparent fees
Our success is linked to yours when it comes to fees. We aim to work to a single charge instead of charging per transaction, and always include VAT in quotes.
Two skillsets are better than one
Our Investment Managers and Wealth Planners can help you get more from your money through complementary skillsets as they work with you to grow and protect your wealth.
We can invest with you or for you
We are one of a few remaining firms to offer services for investors seeking discretionary or advisory portfolios, and we can also assist experienced investors with stockbroking.
A dedicated Investment Manager
We match you with one of our qualified specialists based upon your investment style, who will work with you to build a portfolio suitable for your investment goals.
Integrated Solutions
Killik Managed
Our flagship integrated solution is ideal for clients seeking peace of mind that their wealth will be holistically and professionally managed.
Killik Complete
Our all-inclusive solution is ideal for clients seeking ancillary financial services like personal tax and trusts, delivered in parallel with investment management and wealth planning services.
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