Killik History, People and Brand

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

Who are the current chiefs?

Answer 3

CIO - Simon Marsh, CFO - C Manning, COO - R O’Neill , MP - Clem & Sara

Question 4

How many branches (excluding Ipswich) does Killik have?

Answer 4

6 - Mayfair, Esher, Kensington, NC Road, Hampstead, Chiswick

Question 5

Name three people in Middle Office?

Answer 5

Emma Wilby, Ian Patterson, Emily Bates, Gemma Farrow, Alma Cabra

Question 6

Name the Pensions manager and two people in the Pensions team?

Answer 6

Stephen Last (P.M) Aidan Elsey, Caley Scarlett, Rebecca Donald

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, Stephen Timoney, Tom Hollaby,

Question 10

Who is the Chief Risk Officer?

Answer 10

Hardeep Chana

Question 11

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

Answer 11

Money Laundering Reporting Officer – Julie Steele

Question 12

If a client would like to receive information by email on business developments and changes, but not Marketing, what should their preference settings in CRM look like?

Answer 12

Head to the clients profile on CRM – edit profile – Marketing Emails (switch to never) – Business update emails (switch to yes)

Question 13

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

Answer 13

At least 2

Question 14

On what frequency is Confidant sent to clients?

Answer 14

Quarterly

Question 15

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

Answer 15

Tim Bennett

Question 16

Who is the CTO

Answer 16

Nina Manning