Deal, No Deal or no big deal

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The upward march of equity markets continued last week with global equities gaining another 1.2% in local currency terms. However, there was considerable divergence between markets. The UK resumed its recent strong run gaining 3.0% while emerging markets were down slightly on the week. The UK’s gains occurred despite the Brexit talks going down to the wire and it still … Read More

Latest Kingswood research

This is going to be big Kingswood has undergone significant change over the past few years to become an integrated wealth management business today. It has grown rapidly over the past two years with five acquisitions of financial advice businesses, and today has assets of over £5.0bn. Its core strategy is to take advantage of consolidation opportunities in the UK … Read More

Kingswood hire David Lawrence in newly created role of UK CEO

Kingswood Holdings Limited (AIM: KWG) is pleased to announce that David Lawrence has been appointed as UK Chief Executive Officer and will become a director of Kingswood’s UK subsidiaries following regulatory approval. David will lead Kingswood’s UK growth strategy. He will report to Gary Wilder, Group Chief Executive Officer and to the board of Kingswood Holdings Ltd. David has over 30 years’ experience in … Read More

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

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