Discretionary investment management gives your income a clear investment structure, with long-term financial security as the goal. With more than 35 years of experience helping clients, Killik & Co provides portfolio management shaped around your objectives, comfort with risk and plans for the future.
A strong income does not automatically leave busy professionals feeling financially secure. Many now fit the label HENRYs - high earners, not rich yet. Their salaries may be substantial, but so are the pressures: demanding jobs, expensive mortgages, and higher everyday costs. The real issue, then, is less about earning more than about building savings and increasing net worth over time.
Discretionary investment management can help build and protect wealth over the long term. Rather than leaving money in bank accounts, it seeks growth across different types of assets. You do not have to make each investment decision yourself: a professional manager handles the portfolio, leaving you more time for your career, health, and family.
MHP Group
What is discretionary investment management?
Killik & Co research found that about a third of UK adults are unfamiliar with discretionary investment management. Under this arrangement, an investment manager makes decisions for you within agreed boundaries, based on your goals, risk tolerance, investment preferences and time horizon.
With a professional manager overseeing it, your portfolio can be adjusted as market conditions shift. They decide when to buy, sell, or rebalance investments on your behalf, which can save busy investors time and spare them the pressure of making quick decisions.
Killik & Cos Managed Investment Service is one of the firm's investment services. It starts with a personal conversation about your priorities and what you want your money to achieve. According to Killik & Co., about 69% of adults want their investments to support long-term family plans, including helping children or grandchildren and preparing to pass on wealth through an inheritance.
An Adviser builds a portfolio around your circumstances, drawing from investments such as equities, funds, bonds, and alternatives. The mix should suit your needs, support your long-term goals, and spread investment risk. You still retain ownership and overall control; the professional handles the daily decisions, taking much of the work off your hands.
Joined-up thinking
Your Killik & Co Adviser makes investment decisions for you, supported by the market insight and specialist expertise of the firm's independent research team.
The firm brings investment management and wealth planning together, helping clients see how their investments fit with their pensions, tax position, savings, and long-term goals.
Regular reviews keep investment choices tied to your goals and help protect the portfolio from market noise.
MHP Group
Who can use discretionary investment management?
You do not need substantial spare cash to consider discretionary investment management. It may suit anyone who wants a structured, consistent approach to investing - whether you already have investments, are building long-term wealth, or are planning financially for your family's future. Professional investment management can help.
Methodology: Censuswide surveyed 2,000 UK nationally representative respondents from 17.06.2026 to 19.06.2026. The company belongs to the Market Research Society (MRS) and the British Polling Council (BPC), and has signed the Global Data Quality Pledge. Its work follows the MRS Code of Conduct and ESOMAR principles.
Speak with an adviser on +44 (0) 20 7337 0777, or visit Killik & Co. Capital at risk: as with any investment, you may lose capital. Past performance does not indicate future performance.
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