LEADERSHIP

LEADERSHIP

Gary Wilder

Gary Wilder

Group Chief Executive Officer

Gary is a Chartered Accountant and a graduate of the Cass Business School, University of London with over 30 years experience in pan European private equity and real estate particularly in the area of investment, capital raising, structuring, debt financing and asset management. He is the co-founder of Kingswood Property Finance Limited Partnership where he made a series of long-term strategic investments in financial services. Gary’s key responsibilities include building strategic relationships with new and existing investors, bankers, financial advisers and directing capital raising efforts to the growth and expansion of the platform. Gary has been named as one of the 2021 PAM 50 Most Influential. 

Gary joined the board in October 2017.

Buzz.West

Kenneth ‘Buzz’ West

Non-Executive Chairman

Buzz is Non-Executive Chairman of the Board and is highly experienced in the financial services arena having held numerous board positions in addition to being Founder and Chairman of the AIM-listed wealth manager Ashcourt Rowan. Buzz sits on the board of the Toronto listed Auxico Resources Canada Inc. He is currently an advisor to several high-tech companies including the Cyber training and qualification company, Qufaro. With a strong entrepreneurial background, Buzz brings a track record of achieving success for shareholders and as Chairman he led major loss adjustors GAB Robins from a management buyout (MBO) to successful trade sale. He uses his experience in both wealth management and the AIM market to lead the Board and drive Kingswood’s strategic direction.


Buzz joined the board in January 2014.

Jonathna Massing

Jonathan Massing

Non-Executive Deputy Chairman

Jonathan is Non-Executive Deputy Chairman and brings wide ranging experience to the Board, in particular in the area of corporate finance and acquisitions. He has a strong background in commercial and corporate finance advisory, buyouts, venture capital, shareholder dispute advisory, and private businesses valuation. A Chartered Accountant, he has extensive experience in the sale and acquisition of private companies and also provides advice on debt structures and working capital facilities. In 1998 he set up Kingswood Investment Partners Limited as a private equity investor. He is also a founder of Kingswood Property Finance Limited Partnership and founded a City-based advisory firm Kingswood in 1993.

Jonathan joined the board in October 2017.

Jonathan Freeman

Jonathan Freeman

Non-Executive Director

Jonathan is a Non-Executive Director and chairs the Risk & Compliance Committee and the Audit Committee and is also a member of the Nomination & Remuneration Committee. He is a seasoned corporate financier and company director with extensive experience of listed companies, financial services and FCA regulated entities. This experience is important to the Group as it is quoted on AIM and subsidiary entities are regulated by the Financial Conduct Authority in the UK.  Jonathan is also the senior independent non-executive director of Futura Medical plc.

Jonathan joined the board in June 2018.

Lindsey McMurray

Lindsey McMurraY

Non-Executive Director

Lindsey holds a First-Class Honours degree in Accounting and Finance and holds an MPhil in Finance from Strathclyde University. Lindsey has been a private equity and credit investor for more than 26 years with a focus on the financial and business services sector. Alongside Kingswood, Lindsey sits on the boards of Shawbrook Bank, CashFlows, 1st Stop Group and BidX1. Lindsey co-founded Pollen Street Capital in 2005 and serves as Managing Partner. Lindsey is the Chairman of the Pollen Street’s private equity and credit investment committees. Prior to Pollen Street Lindsey worked at RBS and spent six years at Cabot Square Capital, where she was a Partner focused on investments in the financial services sector.

Lindsey joined the board in December 2019.

Howard Garland

Howard GarlanD

Non-Executive Director

Howard holds a First Class Honours degree in Mathematics from University College London. Howard is on the board of BIK as well as Kingswood. Howard is a partner at Pollen Street Capital and a member of its private equity and credit investment committees. Howard re-joined Pollen Street in 2015 having been a Principal at RBS until 2012. Prior to re-joining Pollen Street as Partner in 2015, Howard assisted the Swedish credit institution Hoist Finance in entering the UK debt collecting and NPL debt purchasing sector, supporting the acquisition of a number of UK companies and debt portfolios in both structuring and operational roles.

Howard joined the board in December 2019.

 

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David Hudd

Non-Executive Director

David is a non-executive director and chairs the Nomination & Remuneration Committee. He is a capital markets specialist who brings to the Board over 35 years' experience of structuring and advising on a wide range of financings. After working at a City law firm and spending over nine years in investment banking, David joined global law firm Hogan Lovells as its first dedicated capital markets partner in London in 1994. He currently serves as Deputy CEO of Hogan Lovells.

David joined the board in June 2018.

ROBERT SUSS

Robert Suss

Non-Executive Director

Robert Suss is a Non-Executive Director and sits on the board to advise on wealth management strategy. Robert is the Co-Chief Executive Officer of UK Agricultural Finance, a specialist lender in the UK serving the agricultural community as well as the founder of Global Tower Solutions, focused on delivering renewable solutions globally. Robert Chairs the Advisory Board for EG Capital an Emerging Market Debt Manager and he serves as a director for TPG Pace Holdings and B. Riley Principal Merger Corp.

Rob Suss retired from his position as a Managing Director of Goldman Sachs where he spent 18 years building and turning around a number of businesses in their Investment Management Division. His last role was as Head of Private Wealth Management in London from 2012 to 2015.

Robert joined the board in June 2019.

GARY WILDER

David Lawrence

UK Chief Executive officer 

David has over 30 years’ experience in financial services with Lloyds Banking Group where he held numerous senior leadership roles in distribution and functional areas across its Retail, Commercial and Insurance divisions. In 2014, David became the Commercial Director and then Chief Operating Officer for Lloyds’ Private Banking and Wealth businesses with additional responsibility for its Mass Affluent proposition and strategy. Over the last two years, David has played a lead role in the establishment of Schroders Personal Wealth (a joint venture wealth management business between Lloyds Banking Group and Schroders). David became Chief Commercial Officer for this business in March 2019 with primary responsibility for its client proposition, client experience and business development.

PATRICK GOULDING

Patrick Goulding

Chief Financial Officer

Patrick is a Chartered Accountant with more than 25 years experience in strategy, finance and operational roles in the global financial services industry including senior roles at Morgan Stanley, Lend Lease, ING and Schroders in the US, Australia and Europe. Patrick works with the senior executive team to manage the business on a day to day basis to ensure financial and other performance targets are met. Patrick is a member of the Executive and Investment Committees as well as serving on the Audit and Risk & Compliance Committees.

RICHARD BERNSTEIN

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. Prior to this Richard worked at F&C Investments and Barclays Wealth having graduated from Nottingham University in 1999 and subsequently completing a Masters in IT from Queen Mary College. Richard is a CFA charterholder, a Charted Fellow of the CISI and a Chartered Wealth Manager. Upon joining Kingswood, Richard will be responsible for ensuring Kingswood maintains a robust Compliance & Risk framework.

HARRIET GRIFFIN

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. Harriet had been with Charles Stanley since 2012, holding positions that included Operations & Business Development Manager and Learning & Development Manager. Prior to Charles Stanley, she was Senior Client Relationship Manager at the Chartered Institute for Securities & Investment.

KIRSTEN OWBRIDGE

Jeff Grantham

Head of Wealth Planning

Jeff joined the Kingswood Group in June this year on acquisition of the Sterling Trust business. 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.
In his new role as Head of Wealth Planning, Jeff leads Kingswood’s UK advisory network with responsibility for wealth planning strategy and performance, revenue growth, new business initiatives and service level enhancement.
KIRSTEN OWBRIDGE

RUPERT THOMPSON

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

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.

KIRSTEN OWBRIDGE

NIGEL DAVIES

Managing Director, Fixed Income and Institutional

Nigel Davies is Managing Director and heads up Kingswood Institutional. The Kingswood Institutional business specialises in the management of surplus cash funds for institutions on both a discretionary and an advisory basis. 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.

KIRSTEN OWBRIDGE

RICHARD KLEIN

Managing Director, Alternatives and Distribution

Richard is a member of the Executive and Investment Committees with primary responsibility for distribution and expanding client access to Alternative investments in key asset classes including Hedge Funds, Private Equity, Infrastructure, Real Estate, Liquids and Credit. He spent almost all of his 30-plus year investment banking career at Merrill Lynch in a number of leading capital markets roles before moving to two successive senior hedge fund posts. Richard graduated from Oxford University with a MA in Philosophy, Politics and Economics.

PAUL SURGUY

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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