• 85% majority interest to be acquired in Chalice Wealth Advisors and Chalice Capital Partners in San Diego, California, subject to regulatory approval • Transaction provides Kingswood with a strong … Read More
Lindsey McMurray and Howard Garland appointed to Kingswood Board
• Follows Pollen Street’s injection of £80m permanent growth capital to create a global, scalable wealth management business • Kingswood’s current share price is significantly undervalued given the upside growth … Read More
Kingswood ends transformative year with senior promotions and appointments
• Leigh Philpot assumes the role of Head of Wealth, Rupert Thompson promoted to Managing Director and Chief Investment Officer and David Winckler becomes Associate Director • Paul Surguy joins Kingswood from Kleinwort … Read More
Kingswood presents investors with an opportunity to achieve returns
• finnCap recently released detailed research note on Kingswood prospects • With underlying sector tailwinds across both UK and US markets, company deemed set to achieve outsized returns for investors … Read More
Kingswood confirms the completion of WFI and Bridge Finance Facility
Kingswood Holdings Limited (AIM: KWG), the integrated wealth management group, is delighted to announce that, further to the announcement dated 4 September 2019, it has completed the acquisition of the … Read More
Major milestone: Kingswood confirms up to £80m growth capital
Kingswood confirms up to £80 million permanent growth capital in major milestone for the firm • Growth capital is being provided by funds managed and/or advised by Pollen Street Capital … Read More
Kingswood partners with Flagstone to launch cash platform proposition
• Kingswood clients to benefit from access to market-leading and exclusive rates as well as Financial Services Compensation Scheme (FSCS) deposit protection • Currently around £170 billion languishes in zero … Read More
Kingswood goes global with first US strategic partnership
• Kingswood has taken an initial stake in Manhattan Harbor with a pathway to acquire an additional interest • Partnership gives Kingswood a strong foothold in the largest global wealth … Read More
Directorate Change
Kingswood Holdings Limited (AIM: KWG), the integrated wealth management group, is pleased to announce that Graydon Butler, Chief Operating Officer of the Group, has joined the Board with immediate effect. … Read More
Kingswood appoints US CEO
Najib Canaan appointed US CEO as the firm sets its sight on US expansion and growing the investment distribution channels for its products. Kingswood Holdings Ltd (‘Kingswood’), the listed UK … Read More