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killik.com

Investments

2

Partners & Customers

1

About Killik & Co

Killik & Co is a financial institution which provides stock brokerage and financial planning advisory services. The company was founded in 1989, and is based in London, UK.

Headquarters Location

46 Grosvenor Street

W1K 3HN,

United Kingdom

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Latest Killik & Co News

Evelyn Partners names a financial planner

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.

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Killik & Co Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/11/2012

Series C

Green Plug

No

1

2/3/2010

Series B

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10

Date

12/11/2012

2/3/2010

Round

Series C

Series B

Company

Green Plug

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Amount

New?

No

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Co-Investors

Sources

1

10

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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