Don’t Fight the Vac

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Global equities resumed their rally last week, gaining 2% or so in local currency terms. This brings the increase so far in November to as much as 12% and leaves markets up a remarkable 11% year-to-date. Even though a return towards economic normality is now clearly in sight next year, it is still quite hard to believe markets have regained … Read More

‘Future self’

Boosting future retirement savings Young people are faced with a unique set of challenges when it comes to saving for retirement. One of these is perception. They can often think of their ‘future self’ as a different person and so may prefer holding on to their income for more immediate priorities, like a first home deposit, rather than saving for … Read More

Completion of acquisition of Manhattan Harbor Capital

Another major milestone achieved in Kingswood’s US expansion strategy Manhattan Harbor Capital now renamed Kingswood US Kingswood Holdings Limited (AIM: KWG) announces the completion of the formal contribution of its US investments Chalice Capital Partners and Chalice Wealth Advisors (together “Chalice”) into Manhattan Harbor Capital (“MHC”) at a value of $4 million (£3.1 million) for additional equity, which combined with an … Read More

Adding to Equities

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The equity market rally paused last week with global equities little changed in local currency terms. Even so, this still leaves markets up a hefty 10% so far this month with UK equities gaining as much as 14%. The November rally started with the US election results but gathered momentum with the recent very encouraging vaccine news. This continued today … Read More

New rescue deal for jobs and firms

Chancellor Rishi Sunak unveils three extra support measures Chancellor of the Exchequer, Rishi Sunak, unveiled further support on 22 October 2020 for jobs and workers impacted by the coronavirus (COVID-19).

Acquisition of Regency Investment Services

Acquisition of Regency Investment Services –  Egham, Surrey   We are pleased to announce that Kingswood Holdings Limited  has completed the acquisition of Regency Investment Services Limited (Regency), a high-quality IFA business which operates from Egham, Surrey. The transaction boosts Kingswood’s client facing advisory team to 67 people and increases assets under advice/management to circa £5.0 billion from over 16,000 active clients. Regency provides independent financial advice to individuals and … Read More

Vaccines – More Cummings than Goings

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The rally in equities continued last week with global equities gaining 2.5% and breaking through their all-time highs earlier in the year. Equities are up a further 1.5-2.0% today. The reason for the rally is simple – the recent vaccine news. Last week, Pfizer announced its vaccine is 90% effective in preventing Covid infections and Moderna reported today that its … Read More

The critical factor

Life-changing cover, for life-changing events The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. ‘If you were to become critically ill and could not earn a living, would your family cope financially, … Read More

Investment Outlook Q4

SUMMARY The pace of the global recovery has slowed following the initial sharp bounce The surge in coronavirus infections and new lockdowns suggest renewed declines in GDP in the UK and Europe in Q4 The latest vaccine news is a major step forward but does not represent a silver bullet Equity markets are now back above their all-time highs in … Read More

Biden and Vaccines – a potent combination

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Global equities bounced close to 7% last week, more than reversing their 5% decline the previous week. They opened up another 1.5% this morning and were testing their all-time highs even before the positive vaccine news gave them another 3-4% boost. So why the euphoria on the back of the US election results? After all, Biden’s victory was not exactly … Read More