
James Dunn
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- Full Name
- James Dunn
- Title
- Partner, Head of Investment Management
- Firm
- Killik & Co
- Firm Type
- Independently owned wealth-management and investment-management partnership
- Investment Stage
- Public-market/private-client investment management; no verified angel or seed-stage investing mandate found
- Target Company Profile
- Private clients and families seeking wealth planning, discretionary/advised investment management, stockbroking, and portfolio management
- Sector Focus
- Equities, funds, bonds and gilts, alternatives; Killik describes a global and thematic approach across “trends, industries and companies shaping the future”
- Geographic Focus
- UK private clients, with investment management across a wide range of geographies and sectors
- Location
- Mayfair, London, United Kingdom
Background
James Dunn is a Partner and Head of Investment Management at Killik & Co, based at the firm’s Mayfair head office at 46 Grosvenor Street, London. Killik’s team page says he has been with the firm since 1998 and has been a Partner since 2004.
In his management role, Dunn is responsible for recruitment, training, professional development, and promotion of Killik’s Investment Managers. Killik also states that he has managed two branch offices during his career and now sits on the firm’s Audit & Risk Committee, Culture & Conduct Forum, and Compliance, Financial Crime and Risk Forum.
Dunn is a Fellow of the Chartered Institute for Securities & Investment, has completed the CISI Diploma, and has passed the Financial Planning Certificate. His LinkedIn profile lists education at The University of Edinburgh from 1987 to 1991; The Official Board reports the degree as a BSc in Mathematics.
Investment Thesis & Focus
- No public source verified James Dunn as an individual angel investor or seed-stage startup investor. The Killik source material identifies him as a wealth-management and investment-management leader rather than a venture investor.
- Killik’s investment-management service focuses on professionally managed portfolios for private clients, including discretionary and advised services, stockbroking, specialist investment services, app-based investing, and charity investing.
- Asset-class coverage includes equities, funds, bonds and gilts, and alternatives.
- Killik describes its approach as global and thematic, saying it connects clients to “the trends, industries and companies shaping the future.”
- The firm says it combines macro perspective with detailed analysis to identify investments it believes can deliver compounding returns from long-term global catalysts.
- Dunn’s own public quote is focused on building investment-management talent: “I am passionate about our investment manager trainee programme,” and training a new generation to maintain Killik’s client-service standards.
Notable Investments
- No publicly verified personal angel or seed investments by James Dunn were found.
- Attraqt Group - Firm-level aggregator TeaserClub lists Killik as connected to a 2015 post-IPO transaction in Attraqt, an ecommerce search, merchandising, and personalization software company.
- Green Plug - Firm-level aggregator TeaserClub lists Killik as connected to Green Plug’s 2010 Series B and 2012 Series C rounds; Green Plug developed digital-controller technology for interoperable AC-DC power adapters.
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