Killik Asset Management

Killik Asset Management is the specialist asset management division of Killik & Co, the independent partnership currently managing assets for over 23,000 clients. The investment team has experience which spans asset allocation and fundamental research into fixed interest, equities, property and market-neutral funds. The team's principal service is called the 'Multi-Asset Portfolio Service', and three strategies are available: KAM Absolute Return, KAM Specialist Income and KAM Specialist Capital.

The objective of the team is to combine an institutional calibre of investment management with bespoke asset allocation for each client. The team's services are provided to charities, trusts, high net-worth individuals and professional advisers. Clients retain direct access to the investment team through regular portfolio reviews and telephone contact. From the outset, clients are personally introduced to the team of investment analysts and managers.

Killik Asset Management clients benefit from the 30-strong support network, providing first class administration, a trust facility and full access to tax wrappers including offshore bonds, SIPPs and ISAs.

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"At Killik Asset Management, our objective is to balance the delivery of capital preservation and long term growth, through a bespoke investment strategy tailored to each client."

Graham Neale, Managing Director Killik Asset Management

 
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