AN INTEGRATED GROUP
FOCUSSED ON GROWTH
Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (ticker: KWG) integrated wealth management group, with more than 7,000 active clients and c. £2 billion of Assets under Management and Advice. We employ c. 100 staff and have a growing network of offices across the UK including Abingdon (Oxfordshire), Beverley, London, Maidstone, Manchester and Worcester as well as offices in Johannesburg, South Africa and New York, USA. Clients range from private individuals to some of the UK’s largest universities.
The services we offer are underpinned by a disciplined, rigorous investment philosophy and process and we have amongst the most experienced and qualified professionals in our team.
Our goal is to provide unprecedented access to best in class investment advice and services to our clients. Our success is determined by our client's success.
The Group’s mission is to become a leading global provider of trusted wealth planning and investment management solutions to clients, to provide attractive returns to shareholders and investors and to be a desirable workplace for employees.
Our team comprises many nationalities, skill sets and areas of expertise. We are committed to ongoing professional development. A company culture that rewards initiative and encourages ownership means we retain our staff for longer, and attract the best and brightest.
We combine local knowledge, personal relationships and best practices with market insights and international perspectives. Our investment approach is driven by teamwork, rigorous research, and the latest financial technology and systems.
UK & USA
Headquartered in the UK, Kingswood is sees a major opportunity and is making strategic acquisitions in the UK and USA. The UK private wealth market is fragmented and undergoing substantial consolidation. In addition, the speed and scale of regulatory change is proving highly disruptive. The increasing cost of compliance and the need to invest in systems and processes to meet new standards is particularly impacting smaller firms. there are over 2,750 firms across the UK with 2-50 advisers that are potential targets. North America is the largest global wealth management market and estimated to be 10 times the size of the UK market.