UK Leadership Team


David Lawrence

UK Chief Executive officer 

David has over 30 years’ experience in financial services with Lloyds Banking Group. Over the last two years, David has played a lead role in the establishment of Schroders Personal Wealth. David became Chief Commercial Officer for Schroders business in March 2019 with primary responsibility for its client proposition, client experience and business development. 



Chief Financial Officer

Jon joins from Equiniti where he was the Finance Director, Group FP&A, having previously been the Finance Director for Equiniti Financial Services and EQ Invest. Prior to Equiniti, Jon undertook senior finance roles at American Express and British Airways.


Richard Bernstein

Chief Risk Officer

Richard joined Kingswood Group in March 2020 as Chief Risk Officer having worked at Close Brothers Asset Management for 8 years in senior Risk & Compliance roles. Richard is a CFA charterholder, a Charted Fellow of the CISI and a Chartered Wealth Manager.  Richard is be responsible for ensuring Kingswood maintains a robust Compliance & Risk framework.


Harriet Griffin

Chief Operating Officer 

Harriet joined Kingswood Group in March as COO. Harriet joins from Charles Stanley where she held role of COO of their Private Client Investment Management business and brings considerable experience in investment operations management, process and control. Harriet is a graduate of the University of Bath and a Chartered Member of the CISI. She recently completed her MBA at Cranfield University. 


Jeff Grantham

MANAGING DIRECTOR, Head of Wealth Planning

Jeff is a qualified financial planner and has spent the past 20+ years building and expanding Sterling Trust into one of the leading regional financial planning businesses across the North East with in excess of £1bn of client assets under influence.
Jeff leads Kingswood’s UK advisory network with responsibility for wealth planning strategy and performance, revenue growth, new business initiatives and service level enhancement.


Chief Investment Officer

Rupert has a MA from Oxford University and has worked in the City for over 30 years as an economist, equity strategist and head of research at a variety of institutions including PAM Global Investments, Henderson Global Investors and UBS. Rupert leads the central investment team team which is responsible for the investment and fund selection process.


Rachel Bailey

Managing Director - HR

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. Rachel is a member of the senior executive team and manages all human resource functions and initiatives and is a member of the Executive Committee.



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. He has managed fixed interest and short term liquidity portfolios for major institutions and specialises in advising both university and charity sectors.




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.


Paul Surguy

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. Latterly he was head of research for an international investment business responsible for £1.5 billion of assets. 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. Before joining Kingswood Paul was a UK Director at Kleinwort Hambros.


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