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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.

Our investment services

Enquire today

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Talk to an Adviser:

+44 (0) 20 7337 0777


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

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.