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”).

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 • Substantial investment is in the form of irredeemable Convertible Preference Shares, to be drawn in instalments to match acquisition funding needs • Strong affirmation of Kingswood global vision and strategy and underpins share valuation growth not currently reflected in the market Kingswood recently announced … Read More

Kingswood sees strong performance across its managed Ethical portfolio strategies

• Kingswood further broadens its range of ethical investment strategies, delivering strong performance while meeting clients’ responsible ethical investing criteria • The Ethical Adventurous Strategy generated an 18.9% return over the first seven months of 2019 while the Ethical Balanced Strategy gained 11.0% Kingswood Holdings Limited (“Kingswood”), the listed UK based wealth manager, today announces that it has seen strong … Read More

Kingswood partners with Flagstone to launch new 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 interest accounts accounting for 12% of the UK’s household cash deposit market Kingswood, the listed UK based wealth manager, today announces that it has launched an innovative new cash proposition in … Read More