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