UK Leadership Team
Peter Coleman
Chief Executive officer
Peter has a huge amount of experience across a range of executive leadership roles, including as CEO, CCO and CFO, and in particular extensive experience of wealth management and advice technology from his time with Succession Wealth and Wealth Wizards and as CEO of national IFA Positive Solutions.
RYAN MCDONALD
Managing director - wealth planning
With over 27 years experience in financial services and having held leadership roles at St James Place and Lloyds, Ryan brings a wealth of experience to his role as Managing Director - Wealth Planning. With a focus on empowering colleagues and coaching for success, Ryan is committed to building a thriving business.
Andrew Barker
Chief COMMERCIAL Officer
Andrew leads the management and development of Kingswood’s client services - including Operations, Client proposition, Change, IT and Marketing teams. He is a Chartered Financial Planner and has over 25 years experience across Wealth Management, Insurance and Advisory firms in both scale and start-up enterprises developing client services and in the successful integration of acquired businesses.
pAUL hAMMICK
Chief Risk Officer
Paul has over 26 years Financial Services experience across Wealth Management, Private Banking and Mortgages. We benefit from his deep Enterprise, Regulatory and Conduct Risk experience, but also his varied general management experience too which includes executive roles in Sales and Operations, all adding depth and value to our executive function.
Rachel Bailey
CHIEF PEOPLE OFFICER
Rachel is fully CIPD qualified (Associate CIPD) with 20 years experience in human resources. Rachel has worked in a number of different industries including leading UK commercial property company British Land.
LUCY WHITEHEAD
CHIEF CLIENT OFFICER
Lucy leads the client agenda for Kingswood ensuring our clients are at the centre of our ambitions through our marketing, communications and propositions. Lucy has over 18 years experience in financial services and has held a number of senior lead roles for client experience from her time at Lloyds Banking group and Schroders Personal Wealth.
CHRIS METCALFE
Chief Investment Officer
Chris co-founded IBOSS Ltd in 2008, and is CIO of Kingswood Group. He heads up the Kingswood IBOSS Managed Portfolio Service as well as IBOSS Asset Management. He manages a close-knit team, ensuring high standards are kept in delivering both exceptional service and overall investment experience for the adviser and planner community.
harriet hester
BUSINESS MANAGER
As Kingswood's Business Manager, Harriet supports the CEO and the wider Executive Team with initiatives and strategies to support the growth of the firm.
Prior to her role at Kingswood, Harriet graduated with a bachelors degree in Politics from the University of Newcastle and then went on to business support roles in financial services organisations such as JM Finn, Ruffer LLP and Matthews Asia.
Paul Surguy
Managing Director, Head of Investment Management
Paul has 20 years of private client experience. Early in his career he managed a varied range of private client and institutional portfolios. He has regularly been quoted in the Financial Press and was recognised as one of Citywire’s Top 100 on several occasions as well as PAM’s Top 40 Under 40.
NIGEL DAVIES
Managing Director, Fixed Income and Institutional
Nigel Davies is Managing Director and heads up Kingswood Institutional. Nigel has wealth of experience working with universities, charities, institutes and Plc’s amongst others. Throughout his 40 year career Nigel has specialised in all aspects of treasury business with particular emphasis on the UK and European bond markets.