The equity rally resumed last week. The bout of nerves triggered by the escalation of US-Iran tensions proved short-lived as both sides signalled there would be no further tit-for-tat retaliation. … Read More
2020 – significantly lower returns likely than in 2019
2019 was a stellar year for equity markets. Global equities returned 27% and 22% on a total return basis in local currency and sterling terms, respectively. The US once again … Read More
Kingswood continues US expansion with second strategic acquisition
• 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