Killik History

Question 1

In what year was Killik & Co. founded?

Answer 1

1989

Question 2

Who did Paul Killik work for before founding Killik & Co.?

Answer 2

Quilter

Question 3

How many branches (excluding Ipswich) does Killik have?

Answer 3

7 - Mayfair, Chiswick, Esher, Kensington, NC Road, Richmond & Hampstead

Question 4

Who is the current Chief Investment Officer? Simon Marsh

Answer 4

Simon Marsh

Question 5

Name three people in Middle Office? Emma Wilby

Answer 5

Emily Bates

Question 6

Name the Pensions manager and two people in the Pensions team? Stephen Last (P.M) Aidan Elsey

Answer 6

Caley Scarlett

Question 7

What was the name of the wealthy Financier who bought 46 Grosvenor St in 1899?

Answer 7

Sir Edgar Speyer

Question 8

46 Grosvenor St was formerly the embassy of which country?

Answer 8

Japan

Question 9

Name four equity analysts?

Answer 9

Mark Nelson, Andrew Duncan, Matt Maloney, Nick Zieglash

Question 10

What does MLRO stand for and who is the designated person within Killik & Co.?

Answer 10

Money Laundering Reporting Officer – Julie Steele

Question 11

To be deemed an experienced client how many market cycles should you have been investing through?

Answer 11

At least 2

Question 12

On what frequency is Confidant sent to clients?

Answer 12

Quarterly

Question 13

What is the name of the author of the ‘Killik Explains’ videos?

Answer 13

Tim Bennett

Question 14

How often do you need to complete a portfolio review?

Answer 14

MIS - Every 6 Months , AIS - 1 Annually