Delivering bespoke investment solutions
We offer a range of award-winning investment management services that can help investors of any level of experience to achieve their financial goals.
Whether you are seeking a discretionary investment service or simply a partner to guide you in your investment decisions, we can help.
As one of a few remaining independently owned investment firms, we pride ourselves on the personal service we provide and our history of delivering bespoke solutions.
What is investment management?
Investment management is the professional management of assets to support a client in achieving their financial goals, such as increasing the value of their investment portfolio over the short or long term. Killik & Co’s investment management services offer access to the collective expertise of our investment managers and specialist investment teams across equities, funds, bonds and alternative assets. Except for our online investment management service, we assign every client a dedicated Adviser to manage their portfolio.
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How we can help with Investment Management
We have a rich history of building and advising on investment portfolios. Our Advisers possess extensive and deep expertise in investment management, operating a range of services to meet different goals and support portfolio diversification.
Our in-house specialist teams invest in a broad range of asset classes, including:
- Equities
- Funds
- Bonds and gilts
- Alternatives
We also offer a Wealth Planning Service, as we believe working with a Wealth or Financial Planner is the most effective way to maximise your investments.
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.
Our global and thematic investing approach
Our global and thematic investing approach connects you directly to the trends, industries and companies shaping the future.
We combine a big-picture perspective with detailed analysis to identify investments that we believe will deliver compounding returns based on long-term global catalysts for change.
Our collective expertise and specialist market experience enables us to tailor our approach to your time horizon as a partner to help you achieve your short, medium and long-term financial goals.
“If you are not willing to own a stock for ten years, don’t even think about owning it for ten minutes.”
Warren Buffett
How we manage your investments
We work with you to understand your unique requirements and develop a personalised investment strategy. The aim is to provide a well-diversified portfolio across different industries and sectors, optimised to manage investment risk and experience long-term growth.
Request a consultation below. See our Investment Managers.
Our investment management services
Our investment management services provide investors of any level of experience with a route to achieving their financial goals. We offer robust, transparent, and reliable services to help you chart your financial journey with clarity and confidence.
Why choose Killik & Co to manage your investments?
We can manage investments with you or for you - across a wide range of themes, asset classes, geographies and sectors. We can take care of most of your investment management needs under one roof, from general to specialist investment management and we assign a dedicated Investment Manager to investment management clients (except for our online investment management service). We pride ourselves on the level of service we provide and have been helping individuals and families to save, plan and invest successfully for over three decades.
24/7 access to your investments
Our client portal, myKillik, gives you around the clock access to your accounts, our latest investment ideas and content library, both online and via your mobile or tablet.
Awards & Testimonials
Mike Pate
Partner, Chief Client Officer
“Very prompt and efficient personal service for many years.”
Mr D, London
Lucy Smith
Investment Manager
"Lucy has always made me feel comfortable and assured, when making investment decisions. She is clearly incredibly knowledgeable, and yet has a skill of explaining this knowledge in clear and simple terms.”
Eve, London
William Page
Senior Investment Manager
"Will has been fantastic with helping us plan for the future. He understands our goals and objectives and what we are looking to achieve. We couldn't ask for a better Advisor."
Mr Hill
Investors Chronicle & Financial Times
Best Discretionary/Advisory Service
Winner
COLWMA
Best Advisory Service
Winner
Investors Chronicle & Financial Times
Readers Choice Investor Champion of the Year
Winner
Past performance is not an indicator of future results
Frequently asked questions about investment management
What does an Investment Manager do?
An Investment Manager works with clients to help them meet their financial goals, such as growing the value of their portfolio. Our Investment Managers focus on getting to know clients' goals in detail before making investment recommendations to ensure they can develop suitable portfolios. Other responsibilities can include recommending appropriate investment strategies, buying and selling investments, ongoing monitoring of performance and rebalancing holdings in line with your agreed investment approach.
Who can benefit from investment management?
Both first-time and experienced investors can benefit from investment management services and Killik & Co specialises in managed and advised investment and stockbroking services. Whether your goal is to fund a specific life event or generate wealth for your family, we often help clients who would like to invest but are unsure where to start and those who would feel more comfortable with a professional managing their money. Our clients also include experienced investors who do not have the time or inclination to manage their own money.
What should I invest in?
The type of assets you should invest in will depend on the financial goals you are seeking to meet. Our Investment Managers are highly skilled at using our global and thematic investing approach to develop bespoke portfolios in line with your investment preferences and risk appetite. They are also experts in balancing asset allocation across investments like equities, fixed income and alternatives.
How much does investment management cost?
Investment management cost is usually calculated as a percentage of the assets invested, although charges often differ between services that include fund management or trade execution. We aim to provide simple and transparent fees so you have all the information you need before using our services.
How will my Killik & Co Investment Manager work with me?
Once your Killik & Co Investment Manager has gained a clear understanding of your financial ambitions and risk appetite, they will work with you to develop your investment portfolio, make recommendations for improving it or assist with executing your wishes. Depending on your service, your Investment Manager may also advise on asset allocation and ensuring your portfolio is sufficiently balanced and diversified.
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