What Killik & Co does

Killik & Co is an independently owned, FCA-regulated wealth management partnership (Killik & Co LLP, registered in England and Wales, No. OC325132) founded by Paul Killik on 30 January 1989 in Chelsea, London. The firm operates a hybrid advisory-plus-stockbroking model serving UK private clients, business owners, HNW individuals, families, charities, and Family Office clients through seven physical "Houses of Killik" branches across South East England (Mayfair, Chelsea, Chiswick, Esher, Hampstead, Northcote Road/Battersea, Ipswich) and a digital channel comprising the Killik App, myKillik client portal, and the Silo discretionary investment service.

The product suite spans Wealth Management (integrating investment management with wealth planning), Investment Management (discretionary and advisory), Stockbroking, Wealth Planning (including cashflow modelling), Savings/Pensions/Tax Wrappers (ISAs, SIPPs, Junior ISAs/SIPPs), Tax and Trustee Services, a dedicated Family Office tier, a Charity Investing Service, and a multi-currency Currency Service built on CurrencyCloud and Visa Global Services Inc. infrastructure. Underlying technology is a proprietary digital platform - the Killik App, myKillik portal, and Silo discretionary engine - rather than third-party platform white-labelling, with supporting tools for portfolio monitoring and financial planning.

Revenue is generated predominantly as a recurring percentage of assets under management, with disclosed Charity Investing fees of 0.25%-0.90% (plus VAT) across asset tiers and integrated wealth management typically targeted at clients with around £250,000 or more in assets. Stockbroking contributes transaction-related revenue (custody, dealing, execution, tax reporting), and the Silo app uses a freemium / pay-as-you-go model with no minimum investment requirement to access self-service discretionary portfolios. Distribution blends high-touch relationship management through dedicated Investment Managers and Wealth Planners with self-serve digital onboarding via Silo, and is augmented by content marketing (Killik Explains videos, Confidant magazine, webinars), event sponsorships (The Killik Cup since 2011, RHS Chelsea Flower Show), and a financial adviser referral network. The firm is privately held with no external institutional investors, no disclosed funding rounds, and no M&A history.

Name

Killik & Co

Legal name

Killik & Co LLP

Website

https://killik.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

251–500 employees

Short description

Killik & Co is an independently owned, FCA-regulated UK wealth management partnership founded in 1989, offering integrated investment management, wealth planning, stockbroking, Family Office, and a digital Silo app to UK families, HNW individuals, business owners, charities, and trusts across South East England.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), All Other Financial Investment Activities (52399), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Wealth management services
• Investment management
• Stockbroking services
• Financial planning
• Family office services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices8 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Percentage of Assets Under Management (AUM): The primary revenue stream is calculated as a percentage of assets managed for clients. This fee structure aligns the firm's success with clients' wealth growth.
2. Charity Investing Service Fees: Fees for charity investment management services: 0.75% + VAT (0.90%) for assets below £2m, 0.50% + VAT (0.60%) for £2m-£5m, and 0.25% + VAT (0.30%) for above £5m.
3. Wealth Planning Fees: Fees for financial and wealth planning services, often combined with investment services, charged as a percentage of assets depending on the level of service provided.
4. Stockbroking and Trading Services: Revenue from custody, dealing, and execution services for experienced investors, including annual tax reporting for Capital Gains Tax and Income Tax.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Killik & Co is an independently owned wealth management partnership offering integrated wealth management, investment management, stockbroking, wealth planning, and family office services to UK individuals, families, charities, and trusts. The firm combines discretionary and advisory investment management with financial planning, tax wrappers (ISAs, SIPPs), currency services, and a digital investment app (Silo). Services are delivered through seven physical branch locations ('Houses of Killik') and the proprietary Killik App and myKillik client portal.

Product overview

Killik & Co is an independently owned wealth management partnership offering a comprehensive suite of financial services. The core offering integrates Wealth Management (combining investment management and wealth planning) alongside specialized services including Investment Management with discretionary and advisory options, a digital-led investment app (Silo), Stockbroking, Wealth Planning, Savings & Tax Wrappers (ISAs, SIPPs, JISAs), Tax and Trustee Services, Family Office, Currency Service, and Charity Investing Service. The company also provides client access through its myKillik digital portal.

Differentiator

Problem solved

Functional benefit

Brands

• Silo: Digital-led discretionary investment service accessed via the Killik App, offering automated portfolio management for those new to investing or building their investments.
• House of Killik
• Killik Cup
• Killik Charitable Trust

Products and services

• Wealth Management Integrated advisory service combining investment management and wealth planning to help clients save, plan and invest, including personal taxation and trust services. Often suitable for clients with around £250,000 or more of assets.
• Investment Management Award-winning investment management offering discretionary and advisory portfolios, stockbroking, and access to equities, funds, bonds and alternative assets.
• Stockbroking Service Full-service stockbroking providing experienced investors with custody, dealing, execution, and research services, plus dedicated Investment Manager support and annual tax reporting for Capital Gains Tax and Income Tax.
• Killik Investment App (Silo) Digital-led discretionary investment service accessible via the Killik App, offering a professionally managed portfolio with no minimum investment requirement, targeting first-time investors or those building their portfolio.
• Wealth Planning Financial planning service helping clients develop strategies to meet financial ambitions, covering tax-efficient investing, retirement planning, and estate planning using cashflow modelling tools.
• Savings, Pensions & Tax Wrappers Tax-efficient savings and pension solutions including Stocks & Shares ISAs, Lifetime ISAs, Junior ISAs, SIPPs (Self-Invested Personal Pensions), and Junior SIPPs.
• Tax and Trustee Services Services covering personal taxation, Will writing, trust services, Inheritance Tax planning, Lasting Power of Attorney, and Executor services.
• Family Office Comprehensive wealth management service for high-net-worth families offering personal and corporate services, including trust and succession planning, property management, and access to exclusive events.
• Currency Service Foreign exchange service providing competitive exchange rates for transferring money between overseas bank accounts, with access to 34 currencies and powered by CurrencyCloud.
• Charity Investing Service Managed investment service for trusts, schools, hospitals, non-profits and charities, offering access to equities, funds, bonds and alternatives with Investment Policy Statement compliance and tiered AUM-based fees (0.75%, 0.50%, 0.25% + VAT).

Quantifiable outcome

• Over three decades of operation since 1989
• +1 more outcomes

Named customers3 records

Segments8 records

Ideal customer profiles8 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Ten partnerships are on record, tiered core, minor, flagship and strategic.

• CurrencyCloud (The Currency Cloud Limited)coreTechnology or IntegrationCurrencyCloud provides the mechanisms for transmission of payments and liquidity for Killik & Co's Currency Service. They are authorised and regulated by the FCA under the Electronic Money Regulations 2011. For UK clients, The Currency Cloud Limited handles payment services. For EEA clients, CurrencyCloud B.V. provides services. For US clients, Visa Global Services Inc. provides payment services.
• CurrencyCloud B.V.coreTechnology or IntegrationProvides e-money issuance and payment services for EEA-based clients of Killik & Co's Currency Service, licensed and regulated by De Nederlandsche Bank.
• Visa Global Services Inc. (VGSI)coreTechnology or IntegrationLicensed money transmitter providing payment services for US-based clients of Killik & Co's Currency Service.
• Luxury and Lifestyle Brand PartnersminorGTM or Marketing PartnerFamily Office events programme collaborations with brands including Aston Martin, Lux Law, Chelsea Football Club, Dolce & Gabbana, and RHS Chelsea Flower Show. These partnerships provide exclusive experiences for Family Office clients.
• Barbarians RugbyflagshipGTM or Marketing PartnerSince 2011, Killik & Co has sponsored The Killik Cup, an annual rugby event bringing together exceptional players from around the world. This is the firm's flagship sponsorship and brand visibility initiative.
• RHS (Royal Horticultural Society)coreGTM or Marketing PartnerKillik & Co has participated in RHS Chelsea Flower Show with award-winning gardens ('Money Doesn't Grow on Trees' 2024 Silver-Gilt medal, 'Save for a Rainy Day Garden' 2025, 'A Seed in Time' 2026).
• Legal and Tax Advisers NetworkcoreImplementation/ SI/ Consulting PartnerKillik & Co works with an extensive network of trusted legal and tax advisers across relevant jurisdictions for Family Office clients with multi-jurisdictional wealth needs.
• Apple App StorecoreChannel Partner/ Reseller/ DistributorDistribution channel for the Killik App available on iOS devices through Apple's App Store.
• Google Play StorecoreChannel Partner/ Reseller/ DistributorDistribution channel for the Killik App available on Android devices through Google Play Store.
• B Lab (B Corp Certification)strategicOthersB Lab is the non-profit organisation that administers B Corp certification. Killik & Co achieved B Corp certification in 2024, demonstrating high standards of social and environmental performance.

Scale indicators3 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• Rathbones Group: UK listed wealth manager offering discretionary and advisory investment management to private clients, charities and trustees with integrated financial planning. Highly comparable full-service wealth model with HNW focus, multi-channel service, and trust/charity capabilities directly paralleling Killik.
• Brooks Macdonald: UK wealth manager providing discretionary investment management, financial planning and tax/trust services to private clients across the UK. Close parallel to Killik in client segment (HNW individuals, family clients, charities), integrated service offering, and revenue model (percentage of AUM).
• Charles Stanley: UK private client stockbroker and wealth manager offering discretionary investment management, advisory dealing and wealth planning. Directly mirrors Killik's combined stockbroking + wealth management + financial planning model with similar mid-HNW client base.
• Saunderson House: UK wealth management firm focused exclusively on HNW private clients, offering discretionary investment management and integrated financial planning. Comparable in firm size, HNW-only segmentation, and integrated advice-led model.
• Hargreaves Lansdown: UK retail investment platform and wealth manager providing ISA, SIPP and fund/shares dealing to mass-affluent and HNW clients. Comparable on investment platform/app capabilities (similar to Killik's Silo) and tax-wrapper offerings (ISA/SIPP), though more platform-led than advice-led.
• JM Finn & Co: Independent UK private client investment manager offering discretionary and advisory portfolio management to private clients, families and trusts. Closely comparable in firm scale, independent ownership structure, and HNW client focus.

Broad incumbents

• Evelyn Partners: UK wealth management and professional services firm combining investment management, financial planning and accountancy/tax advisory services for private clients. Overlaps significantly with Killik's integrated tax/trustee/wealth planning offering but at greater scale post-Tilney merger.
• St. James's Place: UK's largest wealth manager with a network-based partner model serving HNW clients through advised discretionary and advisory investment management. Competes for the same client segment as Killik but at materially greater scale and with a different distribution structure.
• Quilter: UK wealth manager offering advised and platform-based investment solutions for private clients, financial advisers and institutions. Overlaps with Killik on advised wealth management and platform/SIPP offerings but operates at significantly larger scale with broader distribution.

Emerging players

• Nutmeg: UK digital wealth manager offering discretionary and 'Jars' (thematic) portfolios to mass-affluent and first-time investors. Direct competitor to Killik's Silo digital service at the lower-AUM end of the wealth continuum, with strong digital UX and no-branch cost structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/playlist?list=PLpmW-CMzEVCb_u6sg4l1aTkM9K_esmIyk
• Xx.com/killik
• Facebookfacebook.com/killikandco

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Killik & Co