Killik & Co

Killik & Co

Paul Killik founded Killik & Co in London during 1989, initially as a stockbroking and advisory partnership serving private investors. The firm grew by opening high-street branches in affluent London postcodes and later expanding into other UK regions, distinguishing itself from City-centric competitors through physical presence in communities like Kensington, Chelsea, and Esher. Wealth origin for underlying clients is varied, spanning entrepreneurs, professionals, and multi-generational families across the United Kingdom. Killik & Co deploys client capital across a multi-asset framework that includes direct equities, fixed income, managed portfolios, and collective investment funds. The firm runs both advisory and discretionary investment management services, with portfolios typically spanning UK and international stocks, gilts, corporate bonds, and third-party funds. Its core offering — the Killik Managed Portfolio Service — combines direct security selection with strategic asset allocation. Confirmed operational priorities include bespoke retirement-income planning, equity research through an in-house team, and an individual savings account (ISA) franchise that ranks among the larger UK platforms. The firm employs approximately 200 professionals across a dozen branches, anchored by its Grosvenor Street headquarters in Mayfair. Adjacent vehicles include Killik & Co's employee share-ownership trust, which formalized a partnership transition in 2018 when Paul Killik stepped back from day-to-day management and sold a stake to the trust. In May 2023, Sarah Soar became Chief Executive Officer, succeeding a longstanding leadership transition that positioned the firm for its next operational phase (per Citywire, 2023). Killik & Co's structural differentiator is its partnership model underpinned by an employee benefit trust — a governance architecture that prevents the firm from being sold to a consolidator and locks equity inside the business. This structure is rare among UK wealth managers, where consolidation by private equity or bank ownership is common. The trust ensures voting control and economic rewards remain with current employees, which the firm argues sharpens its stewardship of multi-generational client relationships and deters short-term distribution incentives that can arise under external ownership.