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.
Enquire today
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.
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
Sign up to our newsletter
Sign up to receive the latest news from Killik & Co, including our Market Update and Killik Explains educational videos, and be one of the first to hear about upcoming events and webinars. You can unsubscribe at any time and learn how we use your data in our Privacy Policy.