Killik History & Ethos Flashcards
In what year was Killik & Co. founded?
1989
Who did Paul Killik work for before founding Killik & Co.?
Quilter
How many branches (excluding Ipswich) does Killik have?
Head of Branches
5 Chiswick, Esher, Kensington, NC Road, Hampstead
Hampstead - Peter Day
NC - Richard Morris
Kensington - JIF
What was the name of the wealthy Financier who bought 46 Grosvenor St in 1899?
Sir Edgar Speyer
46 Grosvenor St was formerly the embassy of which country?
Japan
To be deemed an experienced client how many market cycles should you have been investing through?
At least 2
On what frequency is Confidant sent to clients?
Quarterly
What is the name of the author of the ‘Killik Explains’ videos?
Tim Bennett
How often do you need to complete a portfolio review?
MIS - Every 6 Months , AIS - 1 Annually
What makes Killik different
High street presence, Killik houses and branches
Innovate with tech
Do not buy other businesses
Financial Education
Individual Equity approach
Independent research
Killik Complete
No corp arm or shareholders - conflict of interest
No min age or portfolio size
SILO
Dual Adviser
No in-house funds
Our own wrappers
Killik goal
4 pillars
To be the best wealth manager for families
People, clients, proposition and scale/operational efficiency
PPSC
Principles of the Investment Proposition
We are not traders
We do not try to time the market
Long-term approach
Global
Thematic
Macro aware
Lean on collective intelligence
Direct - more transparent and reduce costs
PMS - passives and discounted investment trusts
Killik catch phrase (3 words)
Save, Plan, Invest (SPI) like spy
First Branch
Chelsea 1989
What is the quarterly mag called
Confidant
Killik explains
weekly Friday
An award
Family Office of the Year 2024 by the City of London Wealth Management Awards 2024
