Mike joined Killik & Co in 1999 and oversees our teams of Advisers assisting them with mentoring and development, and chairing our Adviser Committee. He studied Economics and Geography at the University of Exeter before beginning his career at Cazenove Fund Management. Mike is a member of our Executive Board, Asset Management Board, Operations Committee, Investment Committee and Consumer Duty Forum. He is a Chartered Financial analyst (CFA) and holds both the CISI and FSI qualifications. Mike manages relationships on behalf of individuals, trusts, companies, charities and pension funds with specific responsibility for the execution of the the investment strategy.
“As Head of Advisers here at Killik & Co, my focus is providing guidance and support on how we can best serve our clients. Alongside this and managing my own clients, I am an active member of our Adviser and Investment Committees.”
Mike Pate