KILLIK & CO. KILLIK & CO - Key Persons

Adam Kidman

Job Titles:

Trainee Investment Manager

Adam joined Killik & Co in September 2023, and works in our Investment Management department in Mayfair.

Adrian Taylor

Job Titles:

Investment Manager

Adrian Taylor has been with Killik & Co since April 2019 and is currently in our Investment Management department in Esher.

Alex has been with Killik & Co since September 2019 and works in their Chelsea branch as an Investment Manager. Prior to joining Killik & Co, Alex worked at Rathbones, after graduating from Oxford Brookes with Upper Second-Class Honours in Business & Management. He holds the Chartered Institute for Securities and Investment for Financial Markets CISI Level 7 and the Investment and Securities Level 4 Investment Advice Diploma. Alex specialises in managing investments on a direct equity basis, but his expertise also includes advisory, stockbroking, fund selection and asset allocation.

Andrew Duncan

Job Titles:

Senior Equity Analyst

Andrew joined Killik & Co in January 2015 and is currently a Senior Equity Analyst in our Equity Research team based in Mayfair, covering a broad range of global equities in industries such as Healthcare and Mining. He has been an equity analyst for over 14 years, starting out with UK boutique Bedlam Asset Management, where he researched companies in both developed and emerging markets. In his spare time, Andrew enjoys going to the gym, running, and reading The New Yorker magazine cover-to-cover every week.

Andrius Makin

Job Titles:

Senior Portfolio Manager

Andrius joined Killik & Co in 2019 and is a Senior Portfolio Manager in our Fund Research Team. He manages our Sustainable Portfolio Management Strategy and co-manages the Portfolio Management Strategy. Andrius is a Certified ESG Analyst® and is a member of the Chartered Institute for Securities and Investments (CISI). His expertise includes sustainable investing and multi-asset portfolio management.

Angus Dalzell

Job Titles:

Financial Planner

Angus joined the firm in 2018, previously working for Nutmeg, Pictet Asset Management and North Sea Asset Management. Angus specialises in working with individuals and families to understand their current financial position and lifetime goals before developing tailored long-term strategic financial plans alongside investment mandates to help achieve these. His expertise includes lifetime cashflow planning, tax-efficient investing, planning for future education fees, financial protection, retirement planning and succession planning. He holds the Diploma in Regulated Financial Planning (DipPFS), Investment Management Certificate (IMC), and Investment Advice Diploma (ACSI).

Aoife O'Neill

Job Titles:

Trainee Investment Manager

Aoife joined Killik & Co in September 2023 and works in our Investment Management department in our Mayfair office.

Arica Gourlay

Job Titles:

Senior Wealth Planner

Arica Gourlay joined Killik & Co in April 2022 and is Senior Wealth Planner in our Wealth Planning department. With over ten years of experience in Financial Services, she is dedicated to helping clients define their life priorities and achieve their financial goals.

Barry Phillips - Chief Investment Officer

Job Titles:

Associate
Investment Director

Barry joined Killik & Co in 1998 and was promoted to Associate Investment Director in 2013. With more than 25 years' experience, his expertise extends to equities, collective investments and fixed interest securities for both Advised and Managed clients. Barry recognises the importance of building long-term relationships, based on a full and proper understanding of a client's individual circumstances, building investment strategies to meet their long-term needs and objectives. He is a Fellow of the Chartered Institute of Securities & Investment.

Ben Berrick

Job Titles:

Senior Investment Manager

Ben joined Killik & Co in April 2019 and holds the Level 7 Diploma in Wealth Management from the Chartered Institute of Securities and Investments. Ben specialises in working with clients to plan for multi-generational wealth, encapsulating the ‘save, plan and invest' ethos at Killik & Co. Ben works with athletes and high-profile individuals to help them understand the power of investing for the future. His clients range from retail clients and company directors to sporting individuals and entrepreneurs.

Ben Hyland

Job Titles:

Senior Wealth Planner

Bethany Howard

Job Titles:

Financial Planner

Bethany joined Killik & Co in August 2018 and is a Financial Planner in our Wealth Planning department in Mayfair. She is Diploma Qualified with the Chartered Insurance Institute. Her expertise includes lifetime cashflow planning, tax-efficient structuring of assets, saving for retirement, financial protection, and pension advice.

Bob Bullamore

Job Titles:

Services Executive
Trustee

Bob has been with Killik & Co for over 20 years and leads the team which provides the Wills, Powers of Attorney and Executorship services. He is an Associate of the Chartered Institute of Bankers and a member of the Society of Trust and Estate Practitioners. Bob is a longstanding football referee; his grandchildren also keep him busy.

Brandon Carty

Job Titles:

Investment Manager

Brandon joined Killik & Co in October 2021 and works in our Investment Management department in Mayfair. He holds the Chartered Institute for Securities and Investment for Financial Markets CISI Level 7, and the Investment and Securities Level 4 Investment Advice Diploma. Brandon is passionate about improving young people's access to financial education and teaching financial education early on.

Bronwen Horton

Job Titles:

Senior Wealth Planner

Bronwen joined Killik & Co in April 2020. She has over 20 years of experience working within Financial Services, focusing on Wealth Management and Private Banking. As a Chartered Financial Planner, she helps clients identify their priorities and goals in life and achieve what is important to them

Celia St John

Job Titles:

Investment Manager

Celia St John has been with Killik & Co since October 2020 and works in our Investment Management department in Mayfair.

Charlie Maclean - Chief Investment Officer

Job Titles:

Associate
Investment Director

Charlie joined Killik & Co in 2010 and is an Associate Investment Director. Before this, he worked as an Account Director in various sales and marketing roles in the city. Charlie manages money for families, individuals, companies, charities, and Lloyd's of London accounts. He has a keen interest in the ebb and flow of markets and understands that long-term stock market returns come from asset allocation rather than (the slightly more interesting) individual stock picks. Charlie is a Fellow of the Chartered Institute of Securities and Investments. Charlie has driven from London to Ulaanbaatar, kept bees, and pretends to be a good fly-fisherman. He lives in London with his wife, where he can be found tinkering with bikes and formulating experiments in his shed to keep his three children entertained.

Clem MacTaggart - Chief Strategy Officer

Job Titles:

Chief Strategy Officer
Partner
in 2006 As Chief Operating Officer

Clem joined Killik & Co in 2006 as Chief Operating Officer and has transitioned himself into the role of Chief Strategy Officer in December 2020. During his continued tenure, the firm has grown considerably in terms of clients, funds, assets under management, and staff. Alongside this, Clem has mentored many staff members into senior positions, while also being a member of the Executive Board and responsible for managing individuals across Compliance, Estate Management, Human Resources, Marketing, and Operations. He has over 30 years' experience in the industry and started his career at Hill Osborne & Co in 1986, after previously being CEO at Self Trade. Clem is a huge rugby fan and plays a big role in The Killik Cup. He is also no stranger to crisis management having led the firm through difficult conditions, most recently the change in working conditions during COVID.

Craig Manning - CFO

Job Titles:

Chief Finance Officer
Partner

Craig's association with Killik & Co has spanned more than 31 years. He returned to the UK from New Zealand and rejoined Killik & Co in March 2016 as Chief Financial Officer and member of the Executive Board.

Daniel Boyd

Job Titles:

Assistant
Investment Manager

Dan joined Killik & Co in 2019 and recently moved to an Assistant Investment Manager Role. Dan has ten years of experience in financial markets, having previously worked as an associate director on the trading floor of one of the big four banks. He is a member of the Chartered Institute for Securities and Investments (CISI).