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

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 potential that can be delivered in a relatively short time period Kingswood Holdings Limited (AIM: KWG), the ambitious integrated international wealth management company, today announces that Lindsey McMurray and Howard … 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 Hambros to lead the investment management business • Further senior appointments to the management team will be completed in the New Year as the Group continues its transformative journey Kingswood … Read More

Kingswood presents investors with a rare opportunity to achieve outsized 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 • Kingswood now benefits from up to £80m permanent growth capital to create a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model • IFA market … 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 business and assets of WFI Financial (“WFI”), an independent regional financial planning business based in Sheffield with offices also in Derby, Lincoln and Grimsby (the “Acquisition”).