Company

Killik & Co

Position

Partner

Index

HNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment solutions

Portfolio management

Tax, wills & trusts

Asset Class

Pensions

Client Types

Charities

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Michael Pate

Spear’s Review

Michael Pate is responsible for a team of investment managers and financial planners at Mayfair’s Killik & Co, where he has worked for over two decades. The firm offers a large suite of services – including managed, advised and specialist investment services – together with wealth planning through trust, tax, estate family office and currency.

The firm is ‘a founder-led, independent and fundamentally driven investment house with a holistic approach’. It has come a long way since founder Paul Killik set up the business in 1989 in an old chemist’s shop on Cadogan St in Chelsea, offering advice to locals; it now boasts more than 10,000 HNW clients. 

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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