AN INTEGRATED GROUP
FOCUSSED ON GROWTH
We are an integrated group focussed on growth. We combine the craft of investment management and personalised strategies for financial wellbeing.
Everyday at Kingswood, we help busy successful people achieve financial success. We do this by providing best in class financial solutions and education to support our clients in growing their wealth and protecting it for the future.
Kingswood has come a long way since it opened its door and started trading in 2010. It then became a member of the London Stock Exchange in 2013 and listed on the AIM market in 2014. We have evolved from a small Investment management and stockbroking firm to a leading global provider of trusted wealth planning and investment management solutions.
With a growing network of offices across the UK and the US, we employ over 140 staff and have £2.5b AUM/Advice. Despite all of this our ethos and mission remain the same – to create opportunities for people worldwide to experience financial freedom.
Critical to delivery of our mission is the continuous investment in people, innovation and technology to support our advisers and clients. We pride ourselves on the creation of a technology backbone, rigorous risk management and compliance environment and the provision of attractive investment products to clients. Of course, underlying all of this are our core values.
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.