Investment MANAGEMENT

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

The Kingswood IBOSS Managed Portfolio Service comes in four different strategies across a range of risk ratings. Whichever investment solution is chosen from our range, you can be assured that the same philosophy is found running throughout.

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.

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