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

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

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

There is no certainty but more uncertainty

We generally do our best not to repeat a title we’ve used recently but this one from a couple of weeks ago seems more apposite than ever. At the time of writing, the name of the next US President remains quite uncertain although the odds do now seem to favour Trump over Biden. Trump won the key swing state of … Read More

Lockdown 2.0

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Global equities took a tumble last week, losing 5.0% in local currency terms. This left markets down some 7% from their early September high but still leaves them up some 40% from their March low. The reason for the sell-off is not hard to fathom, namely the surge in infections in the UK and Europe and the new lockdowns announced … Read More

Planning for succession

How you will ‘slice up your wealth pie?’ There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your assets can go at your death: to your family and friends, … Read More

The only certainty is continued uncertainty

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Last week was a relatively quiet one for markets, with global equities ending 0.4% lower in local currency terms. Coming weeks, however, look set to be a rather more lively affair with several key areas of uncertainty being resolved one way or the other, or not. The first major uncertainty and area of concern relates to the second wave of … Read More

State Pension age rises

How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’) is simple. If you have reached your 66th birthday, you can claim it. Otherwise you cannot.