A holistic service
Our approach to wealth management integrates investment management and wealth planning services to help maximise the potential of your savings over your lifetime.
As an independently owned wealth manager, we pride ourselves on the personal service we provide our clients, and our history of delivering bespoke solutions.
We apply a long-term lens to wealth generation, supported by our global and thematic investing approach that connects you directly to the trends, industries and companies that are shaping the future.
What is wealth management?
Wealth management is an advisory service that helps clients to save, plan and invest successfully to achieve their goals. Wealth managers assist individuals and families with financial services, from wealth planning and investment management to personal taxation and trust services. An integrated approach to wealth management ensures that all your financial assets are working in partnership to achieve your goals.
Who our services can help
Our wealth management services can help any UK resident seeking to make the most of their wealth. We offer a service for every saver, from those just starting to invest to those seeking help with retirement and estate planning. As a specialist in family wealth management, we have a rich history of helping clients with gifting and leaving an inheritance for the next generation.
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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.
The benefits of an integrated approach to Wealth Management
We believe working with a Wealth Planner is the most effective way to make your finances go further, as our team can advise how to structure your finances and investments in a tax-efficient manner.
Taking an integrated approach to managing your wealth offers the best of both worlds, as your Wealth Planner can structure your investments to maximise tax efficiency while your Investment Manager can construct your portfolio to optimise performance.
This allows you to benefit from the input of two experts who will work in partnership to deliver an efficient and effective wealth management strategy tailored to your unique circumstances.
Our personal wealth management services
Our dedicated and experienced teams offer advised and managed investing services, delivered in parallel with wealth planning and portfolio structuring services.
Our points of distinction as a wealth manager
We believe that our combined expertise in wealth planning and investing sets us apart from other wealth managers and builds wealth in the most sustainable way, to ensure our clients’ portfolios are optimised for growth over the long term.
Your goals come first
Before making suggestions, we seek to understand your goals to help us best understand how to partner with you, and only after this do we tailor a plan for you.
Taking pride in personal service
We pride ourselves on delivering bespoke solutions for our clients, and our dedicated Advisers work to build long-lasting partnerships with you and your loved ones.
Simple and transparent fees
Our success is linked to yours when it comes to fees. We aim to work to a single charge instead of charging per transaction, and always include VAT in quotes.
Two skillsets are better than one
Our Investment Managers and Wealth Planners can help you get more from your money through complementary skillsets as they work with you to grow and protect your wealth.
We can invest with you or for you
We are one of a few remaining firms to offer services for investors seeking discretionary or advisory portfolios, and we can also assist experienced investors with stockbroking.
A dedicated Investment Manager
We match you with one of our qualified specialists based upon your investment style, who will work with you to build a portfolio suitable for your investment goals.
How we work with you
We start with a conversation to understand your goals, including where you want to get to and what is important along the way. Once we understand your risk appetite and investment preferences, we will prepare a proposal that outlines your recommended wealth management strategy and an appropriate blend of services. When you sign up as a client, we will help you keep on track to meeting those goals via regular reviews and our digital tools.
Integrated wealth management solutions
Killik Managed
Our flagship integrated solution is ideal for clients seeking peace of mind that their wealth will be holistically and professionally managed.
Killik Complete
Our all-inclusive solution is ideal for clients seeking ancillary financial services like personal tax and trusts, delivered in parallel with investment management and wealth planning services.
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
Wealth Manager
5* Winner
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
Our wealth management insights
Frequently asked questions about wealth management
What does a wealth manager do?
A wealth manager provides financial services to help you generate and protect wealth. We often combine wealth planning, investment management, retirement planning, tax planning, trust services and estate planning to assist clients with achieving their lifetime financial ambitions.
What is the difference between a financial adviser and a wealth manager?
A financial adviser provides unbiased advice to clients on the most suitable actions and financial products for meeting their goals. A wealth manager offers both advice and services to help clients achieve their goals and specialises in implementing strategies to generate and protect wealth. For example, Killik & Co’s services include wealth and financial planning, investment management, and tax and trustee services.
What are the benefits of working with a wealth manager?
The main benefits of working with a wealth manager are expertise, focus and accountability. In addition to helping you to develop a strategy to generate and protect your wealth, working with a wealth manager can provide peace of mind that your investment portfolio will be monitored and managed effectively to keep you on track to meet your financial goals.
How much money do you need for wealth management?
You do not need much money to benefit from Killik & Co’s wealth management services, as we offer services to suit different budgets and stages of life. For example, our online investing service has no minimum investment requirement, while our integrated wealth management services are often more helpful for clients with around £250,000 or more of assets.
What are your fees for wealth management?
The fee for our wealth management services will be a percentage of the assets we manage for you, and many of our clients find that the savings made through the advice and comprehensive plan we provide can comfortably mitigate this fee. Most clients choose to combine wealth planning with an investment service, which will also be charged as a percentage of assets and varies depending on the level of service provided.
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