Private client stockbroker and wealth manager Killik & Co has launched a new a multi-asset service designed for sophisticated investors with portfolios of at least £750,000. Called the Panel Portfolio, it can allocate portfolios directly to respective in-house investment specialists spanning bonds, global equities, mid and small cap equities, emerging markets, or alternative investment funds.
Killik says that the Panel Portfolio will allow it to recognise the growing demand of its clients requiring greater diversification and transparency whilst also minimising costs. There’s a service charge of one per cent on the value of the portfolio, plus a commission of £30 per transaction.
Senior Executive Officer and Founder of Killik 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”.