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 … 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 … 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 … Read More

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 … 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 … Read More