Investment MANAGEMENT

At Kingswood we offer investment management services to suit your individual needs and circumstances.

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KINGSWOOD MANAGED PORTFOLIO SERVICE

Our MPS service has been designed to offer you a high-quality investment solution that matches your goals, interests and attitude to risk. We offer a range of risk-rated portfolios which enable us to deliver outstanding value in a highly accessible, cost effective manner. Our portfolios are mapped to Dynamic Planner and available on 10 retail investment platforms.

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KINGSWOOD
PERSONAL

Kingswood Personal is a fully bespoke investment service. Designed for higher net worth individuals who require a personal service, clients will have their own dedicated Investment Manager who will manage their funds on a personally tailored investment strategy.

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KINGSWOOD INSTITUTIONAL

Kingswood Institutional offers universities a investment solution, providing a discretionary portfolio service. We can create a varied portfolio, using a wide-range of assets that can be easily realised to ensure maximum liquidity whilst seeking the highest appropriate yield.

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KINGSWOOD INVESTMENT TEAM

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