Kingswood Institutional

Our Institutional platform works with some of the UK’s largest Universities along with Charities, Institutes, Plc’s and AIM Listed Companies
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Focusing on what matters to our corporate clients

We focus on client-specific investment solutions to meet specific client objectives based on risk appetite, expected cash flows and investment restrictions. From this, 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.

Kingswood Institutional provides treasury and liquidity management services acting predominantly in a discretionary role but also through our similarly managed collective fund. The aim is to provide investors with a higher return than the yield available from cash deposits.

Typical instruments used within a Sterling Cash portfolio:

  • Fixed Term Deposits
  • Certificates of Deposits
  • Gilts / Treasury Bills
  • Corporate Bonds
  • Floating Rate Notes
  • Enhanced Cash Fund
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Institutional Team

Nigel Davies

Nigel Davies

Managing Director – Fixed Income and Institutional

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Emma Butler

Emma Butler

Associate Director – Fixed Income

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Stephanie Vassallo

Fixed Income Associate

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