Four tips for women, and men, approaching retirement to ensure financial stability. Here we share four tips both women and men can take during the few years approaching retirement to … Read More
Paul Surguy, Citywire Wealth Manager Top 100 2021
Congratulations to Paul Surguy, Head of Investment Management and Proposition who has been named in the Citywire Wealth Manager Top 100 which recognises the UK’s top fund selectors. Read the … Read More
Kingswood launches ESG Bond Fund
Targeting a five-year duration and an income with potential for capital growth One of the very few short dated Sterling only investment grade ESG funds that is actively managed in … Read More
Completion of acquisition of Manhattan Harbor Capital
Another major milestone achieved in Kingswood’s US expansion strategy Manhattan Harbor Capital now renamed Kingswood US Kingswood Holdings Limited (AIM: KWG) announces the completion of the formal contribution of its US … Read More
Acquisition of Regency Investment Services
Acquisition of Regency Investment Services – Egham, Surrey We are pleased to announce that Kingswood Holdings Limited has completed the acquisition of Regency Investment Services Limited (Regency), a high-quality IFA business which operates from Egham, Surrey. The … Read More
Paul Surguy Wealth Manager Top 100
Congratulations to our Head of Investment Management Paul Surguy who has been named in Wealth Manager Top 100 which recognises the UK’s top fund selectors. Since joining us in January … Read More
Kingswood announces further US investment
Kingswood takes another giant step in US expansion strategy Definitive agreement to acquire majority 50.1% interest in Manhattan Harbor Capital Manhattan Harbor Capital to be renamed Kingswood US Funded the … Read More
David Hudd has joined the executive team as Legal Consultant
Kingswood announces that David Hudd, former Deputy CEO of Hogan Lovells, the international law firm, has joined as Legal Consultant David brings almost 40 years of global legal and transactional … Read More
Acquisition of Sterling Trust
Kingswood announces the acquisition of Sterling Trust, a major regional IFA platform, adding further breadth and scale to its distribution network which now includes 14 locations across the UK. This … Read More
Formal Closing of Chalice Acquisition
Heads of Terms signed to assume majority ownership in Manhattan Harbor Capital Continuation of Kingswood US Growth Strategy