People, History & Brand

Question 1

Name 2 people in Account Opening?

Answer 1

Georgie Watling and Catherine Last

Question 2

Head of compliance

Answer 2

Hardeep Chana

Question 3

Head of Pensions

Answer 3

Stephen Last

Question 4

CFO

Answer 4

Craig Manning

Question 5

Head of Transfers/AO/Adviser support

Answer 5

James Gooding

Question 6

COO?

Answer 6

Richard O’Neill - RON

Question 7

Head of Ops risk

Answer 7

Adam Schollar

Question 8

Name 3 people in Middle office

Answer 8

Emily Bates, Gemma Farrow and Nicola Vinyard, Vashti Stubbs

Question 9

who is the MLRO?

Answer 9

Julie steele

Question 10

What is killik’ strapline?

Answer 10

Save Plan Invest. Best wealth manager for families

Question 11

History of Killik?

Answer 11

1989 debut in an old pharmacy in Chelsea.

Question 12

What makes Killik distinct?

Answer 12

Personal and expert service / Simple and transparent fees / Two skillset better than one / dedicated advisers

Question 13

what are killik brand values?

Answer 13

Accessibility & openness / innovation & entrepreneurialism / relationships & connection / Credibility & Trust

Question 14

what are some headlines from most recent smart advice campaign?

Answer 14

Smart advice when it matters most. Wondering what to do with a windfall? Time to tidy your pension pots?

Question 15

in what year was killik founded?

Answer 15

1989

Question 16

Who did Paul Killik work for before founding Killik?

Answer 16

Quilter

Question 17

How many branches (excluding ipswich) does killik have?

Answer 17

Housees: 1. Esher 2. Northcote Road 3. Chiswick Branches: 1.Hampstead 2. Kensington HQ: Mayfair

Question 18

who is the current CIO?

Answer 18

Simon marsh, CFO craig manning, CSO Georgie Killik, COO RON

Question 19

Name three people in middle office

Answer 19

Emily bates, Vashti stubbs, Gemma Farrow, Joanne Sharples, Emma Wilby

Question 20

Name the pensions manager and 3 people in their team?

Answer 20

Stephen Last, Caley Scarlett, Aidan Elsey, Rebecca Donald

Question 21

what was the name of the wealthy Financier who bought 46 grosvenor st in 1899?

Answer 21

Sir Edgar Speyer

Question 22

Name four equity analysts?

Answer 22

Mark duncan, Nick Zieglash, Martin Maloney, Andrew Duncan, Stephen Timoney

Question 23

on what frequency is confidant sent to clients?

Answer 23

Quarterly

Question 24

who is the CTO?

Answer 24

Nina Manning

Question 25

head of planning?

Answer 25

Shaun Robson, Will Stevens

Question 26

Head of Investment Managersq

Answer 26

Julian Chester, James Dunn

Question 27

WP team members?

Answer 27

Jonathan Drysch, Simon Bowyer, Ben Hyland

Question 28

financial planning team members?

Answer 28

Bronwen Horton, Will Broadhead, Oliver cooper, Bethany Howard

Question 29

Family office team members?

Answer 29

Jer O'Mahony, Jenna Patel, Jonathan Drysch, Jude Hobbs Brake, Rebecca Lee, Ryan engledow

Question 30

typical managed client base for family office?

Answer 30

£1m -£20m

Question 31

what does family office provide as full service?

Answer 31

WP, IM, Wills & POA, tax returns and trustee services, currency

Question 32

how are killik different?

Answer 32

service related not cost related integrated approach to wealth

Question 33

what should we always know about the client?

Answer 33

the lifecycle?