Kingswood launches ESG Bond Fund

Targeting a five-year duration and an income with potential for capital growth One of the very few short dated Sterling only investment grade ESG funds that is actively managed in the market The fund will use the Bloomberg Barclays MSCI Sterling Liquid Corporate ESG Weighted Index Performance on the index over the last few years is outstanding with five-year cycle … 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

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

Paul Surguy Wealth Manager Top 100

Congratulations to our Head of Investment Management Paul Surguy who has been named in Wealth Manager Top 100 which recognises the UK’s top fund selectors. Since joining us in January Paul has already introduced new ways of working, built up the private client team and made improvements to our client proposition, with further plans for developments in 2021.  

Kingswood announces further US investment

Kingswood takes another giant step in US expansion strategy Definitive agreement to acquire majority 50.1% interest in Manhattan Harbor Capital Manhattan Harbor Capital to be renamed Kingswood US Funded the first deferred consideration payment for Chalice, the business is to be folded into Kingswood US, subject to regulatory approval Subject to Kingswood approval, up to $8.0 million (£6.1 million) additional … Read More

David Hudd has joined the executive team as Legal Consultant

Kingswood announces that David Hudd, former Deputy CEO of Hogan Lovells, the international law firm, has joined as Legal Consultant David brings almost 40 years of global legal and transactional experience Kingswood Holdings Limited (AIM: KWG), the international, fully integrated wealth and investment management group, which currently has over 16,000 active clients and approximately £4.8 billion of Assets under Advice and Management, is pleased … Read More

Acquisition of Sterling Trust


Kingswood announces the acquisition of Sterling Trust, a major regional IFA platform, adding further breadth and scale to its distribution network which now includes 14 locations across the UK. This is a transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from over 16,000 active clients in the UK and … Read More

Kingswood continues to build strong foundation with three senior hires

• Harriet Griffin joins as Chief Operating Officer from Charles Stanley • Richard Bernstein joins from Close Brothers Asset Management as Chief Risk Officer leading an expanded risk and compliance function • Kirsten Owbridge assumes a new role of Managing Director – Group HR • Kingswood’s key focus for 2020 is seeking accretive opportunities in the UK IFA market and … 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 leadership team and a seasoned CEO who have the background and experience to carry out an ambitious acquisition strategy • Kingswood plans to use Chalice as one of its centralised … Read More