At Kingswood Group, our team shares your priorities when it comes to your clients’ investments. Our approach is to partner with you and act as an extension of your team to help your business grow and provide a first class investment service to your clients.
Access accounts online 24 hours a day, seven days a week
Our dedicated and experienced investment team is available to meet with you and your clients as often or as little as required. We respect your business and client relationships and will tailor our services to those that are relevant to you.
We offer a range of investment solutions, from Model Portfolios available on market-leading platforms, to personal portfolios actively managed by a named individual as well as truly bespoke solutions. We are also able to provide access to a number of alternative investments that have traditionally only been available to institutional investors.
Whether you decide to continue taking responsibility for assessing the risk and suitability of your clients' investments, or prefer for Kingswood Group to take over these responsibilities for you, we will ensure that time and resources are used effectively. With increasing regulation and resources required to manage client investments, our dedicated discretionary team can free up your time to focus on what you do best: spending time with clients and giving them relevant advice.
As part of our service, you and your clients can access accounts online 24 hours a day, seven days a week to view investments, transactions and up-to-date valuations, and our highly analytical investment process includes in-depth research and continuous monitoring.
We will communicate with you regularly in whichever way suits you, as we focus on protecting and growing your client’s wealth in line with their needs, objectives and risk profile.