Since joining the firm in 2011, Matt has been part of the Investment Management Team in Killik & Co’s Mayfair Head Office.
In this role, Matt works with private individuals, families and trusts. Central to Matt’s approach is the development of long-term relationships with clients. Combining his understanding of clients’ aims and constraints with his knowledge of markets, Matt constructs, manages and advises upon bespoke investment portfolios. Matt works alongside Killik & Co Wealth Planning to ensure that investments are structured in a tax-efficient manner.
Before 2011, Matt was a Chartered Surveyor and spent five years working in the commercial property industry.
“Having looked at the financial services sector from the outside, I am aware of how daunting the terminology associated with the markets can be and work to break down this jargon barrier for his clients.”
Matthew Roche
Mayfair branch
Matthew's customers say…
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