Charities
Killik Asset Management is the specialist investment management division of Killik & Co offering personalised investment management services to charities, trusts and high net worth individuals.
We work in partnership with charities and trustees to provide a comprehensive service tailored to the specific needs of the charity. We aim to achieve this through our wide range of services and our flexible and bespoke investment process.
With our independent management investment process, we are able to work closely with trustees to develop a broad range of investment strategies. Our aim is to consistently balance charities’ requirements for income, capital preservation and growth. The investment team is adept at delivering balanced returns via well-informed judgements regarding asset allocation, combined with day-to-day delivery of performance from a wide range of investments.
We are aware that many charities may wish to adhere to certain principles of social responsible investment. Your portfolio at Killik Asset Management can accommodate such ethical considerations.
We believe that regular and clear communication with Charities and Trustees is key to maintaining a healthy and transparent relationship. Our Bi-Annual reviews are at the centre of our reporting suite. Within each client’s review we examine the key trends which have influenced the portfolio over the previous six months, detailing how we have pre-empted and responded to changes in capital markets. We also explain the investment positioning of the portfolio in the context of the team’s outlook for specific investments and the market as a whole.
Killik Asset Management are the proud partners of Sharegift, the charitable organisation which helps to provide a home for unwanted small shareholdings.
Charities
