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Killik Asset Management Services for IFAs
 

Killik Asset Management is the specialist asset management division located within Killik & Co's head office in the heart of Mayfair. The team is responsible for charities, trusts, high net-worth individuals and IFAs.

Killik Asset Management works in partnership with IFAs to offer an investment service tailored to the needs of each client. A straightforward application process is offered in which the team work alongside the IFA to facilitate a seamless and speedy transitioning process.

  
The key features of this service include
 
  • Institutional calibre of investment management
  • Bespoke investment portfolios tailored for private clients, charities and trusts
  • Dedicated and accessible team, available to meet with you or your clients to discuss investment proposals
  • Enhanced reporting service based upon a bespoke Bi-Annual Review
  • Monthly Fund Manager's publication, detailing economic trends, market commentary and investment considerations
  • Swift and efficient remuneration process
  
Killik Asset Management is a trading name of Killik & Co LLP, which is authorised and regulated by the Financial Services Authority and a member of the London Stock Exchange.