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Killik & Co
Paul Killik established the firm in 1989 in Chelsea, creating an investment house designed to serve private clients with a transparent, advice-led model.
Killik & Co
Paul Killik established the firm in 1989 in Chelsea, creating an investment house designed to serve private clients with a transparent, advice-led model. The firm grew out of a conviction that retail investors deserved the same quality of research and portfolio construction that institutional clients received, a stance that distinguished it early among UK wealth managers. Killik & Co operates across advisory investment management, discretionary managed portfolios, and self-directed execution-only services through its platform. The firm's product set spans UK and international equities, fixed income, managed funds, ISAs, SIPPs, and estate-planning services. Named portfolio holdings and fund selections are drawn from in-house equity research that covers major UK-listed companies and select global names. The firm has historically been notable for running physical branch locations — branded as 'Savings Shops' — placed on high streets from London to Esher and beyond, blending wealth management with walk-in financial services. The firm's last publicly disclosed assets under administration exceeded £9 billion. Killik & Co employs several hundred professionals across its London headquarters and branch network, with additional presence through its wholly-owned subsidiary, Killik Explains, which provides financial education. The firm maintains a research-driven stock-picking heritage, publishing regular investment commentary and hosting client seminars that reinforce the advisory relationship central to its model. Killik & Co remains an uncommon hybrid: a partnership-structured wealth manager that operates physical retail locations. While most UK wealth managers retreated to centralized offices, Killik invested in street-level storefronts that make investment advice physically accessible — a structural bet on face-to-face trust that few competitors have replicated at scale.
General information
Firm type
Bank / Wealth / Trust
Year founded
1989
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
Esher
Corporate office
Esher, United Kingdom
Additional offices
London, United Kingdom
Principals
Paul Killik
Founder & Senior Executive Officer
Sector focus
Frequently asked questions
Does Killik & Co operate a discretionary or advisory investment model, and how do they charge?
Killik & Co offers both advisory and discretionary investment management services. The firm helped pioneer fixed-fee pricing in UK private client stockbroking, charging clients based on assets under management rather than per-transaction commissions. This structure is designed to align the firm's interests with long-term portfolio growth rather than trading frequency.
What is Killik & Co's approach to in-house research and investment selection?
The firm maintains a dedicated equity research team that produces proprietary analysis on UK-listed companies and selected international equities. This research directly informs portfolio recommendations across its advisory and discretionary services. Killik has historically emphasized a stock-picking culture rooted in fundamental company analysis, with research outputs shared through client publications and regular investment seminars.
How does Killik & Co's high-street branch network differ from a conventional wealth management office model?
Killik operates 'Savings Shops' located on high streets in towns such as Esher and areas across London, designed to be physically accessible to retail investors. These branches function as walk-in locations where prospective and existing clients can discuss investments, attend events, and access financial planning services. The model contrasts with the largely centralized-office approach of many UK wealth managers.
Who owns Killik & Co, and how is it governed?
Killik & Co is structured as a partnership, with equity held by senior employees rather than external shareholders. Founders Paul Killik and Michael Kearney established the partnership model to preserve long-term decision-making independence. Governance rests with the partnership board, and the firm has recently undertaken formal succession planning at the most senior levels.
What types of client accounts and wrappers does Killik & Co support?
The firm provides ISAs, Self-Invested Personal Pensions, and general investment accounts. Clients can access these through the managed portfolio service, advisory accounts, or the execution-only platform. The product suite is designed around UK private investors, with tax-efficient wrappers central to the offering.
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