Investments
2Partners & Customers
1
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Latest Killik & Co News
May 11, 2023
Evelyn Partners names a financial planner As part of the firm’s continual growth, Evelyn Partners, the leading integrated wealth management, and professional services organisation, has hired Ciara Oliver as a financial planner in its London team. Oliver has nearly a decade of experience working with HNW and UHNW customers, having started her career with UBS wealth management and subsequently Killik & Co. Recommended Reports Lifetime cashflow planning, tax-efficient investing, financial protection, pensions, retirement planning, and succession planning are among her specialties. Leon Buckley, managing partner in Evelyn Partners’ London office commented: “I’m delighted to welcome Ciara to Evelyn Partners to help support the continued expansion of our London financial planning team. Ciara has a considerable amount of experience gained at a number of leading firms which will help us continue to grow our presence in the market.” Ciara added: “What attracted me to Evelyn Partners was that the focus on the needs of clients is at the core of the business. With the firm offering a wide array of specialisms to give all types of clients the best service possible, I am very much looking forward to becoming part of the business.” Evelyn Partners added four additional models to its international Managed Portfolio Service (MPS) offering earlier this month in response to demand from foreign financial advisers. Defensive, conservative, growth, and maximal growth are the new methods. In addition, the international MPS line, which launched in 2016, has been expanded to include seven risk-rated models. Evelyn Partners International offers a long-term MPS project with six distinct models ranging from conservative to maximum growth. This programme complements Evelyn Partners’ Discretionary Portfolio Service. Share this article
Killik & Co Investments
2 Investments
Killik & Co has made 2 investments. Their latest investment was in Green Plug as part of their Series C on December 12, 2012.

Killik & Co Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
12/11/2012 | Series C | Green Plug | No | 1 | ||
2/3/2010 | Series B |
Date | 12/11/2012 | 2/3/2010 |
---|---|---|
Round | Series C | Series B |
Company | Green Plug | |
Amount | ||
New? | No | |
Co-Investors | ||
Sources | 1 |
Killik & Co Partners & Customers
1 Partners and customers
Killik & Co has 1 strategic partners and customers. Killik & Co recently partnered with Metro Bank on October 10, 2013.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
10/30/2013 | Partner | United Kingdom | #KillikExplains : Why Buy Shares? Killik & Co founder and senior partner Paul Killik & Co added : ` We welcome this partnership with Metro Bank and are confident clients will appreciate the flexibility of the Money Management Account to meet their cash-flow needs without creating a CGT event or having to withdraw monies held tax-efficiently in shares and bonds within an ISA . ' | 1 |
Date | 10/30/2013 |
---|---|
Type | Partner |
Business Partner | |
Country | United Kingdom |
News Snippet | #KillikExplains : Why Buy Shares? Killik & Co founder and senior partner Paul Killik & Co added : ` We welcome this partnership with Metro Bank and are confident clients will appreciate the flexibility of the Money Management Account to meet their cash-flow needs without creating a CGT event or having to withdraw monies held tax-efficiently in shares and bonds within an ISA . ' |
Sources | 1 |
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