Killik & Co, a UK-based advisory broker and wealth manager, has unveiled a multi-asset service targeting clients with portfolios worth at least £750,000.
Dubbed as Panel Portfolio, the new service will provide clients access to a range of Killik’s asset classes including bonds, global equities, mid and small-cap equities, emerging markets or alternative investment funds.
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The panel portfolio will provide clients access to a team of in-house investment specialists in each market based on their needs.
The new service will charge a flat fee of 1% plus a commission of £30 per transaction. However the AIM inheritance panel will have an additional annual charge of 0.75%.
The service will have teams including a cash panel, a fixed income panel, large cap global equity panels, a mid-cap with yield panel, mid and small cap for investors seeking growth in mid/small cap companies, a geographically focused panel and alternative strategy panel.
Each portfolio team will also comprise a broker as the single point of contact to the firm and markets expert responsible for allocation and review of assets held in various markets. They will work alongside a wealth planner who will consider a client’s risk profile and long-term financial goals.
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By GlobalDataThe AIM inheritance panel will have an additional annual charge of 0.75% based on the value of the assets held in this panel.
Killik & Co senior executive officer and founder Paul Killik said: "Diversification and minimising charges are two of the most important factors when building a successful long-term portfolio and we have launched Panel Portfolio to help clients access the expertise of our in-house team of specialists in each market – be it fixed income, global equities or small-caps – in a transparent cost-effective way as they journey through life."
