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15-Jun-2022 11:54 AM

Kingswood completes acquisition of advisory firm Vincent & Co

Kingswood Holdings Ltd on Wednesday said it has bought Lincolnshire-based advisory firm Vincent & Co Ltd, as it looks ahead to eight further potential acquisitions. Shares in Kingswood, a London-based wealth & investment management com
12-May-2022 05:14 PM

Kingswood acquires Lincolnshire advisory firm Vincent & Co

Wealth and investment management company Kingswood Holdings Ltd on Thursday said it is buying financial advisory firm Vincent & Co Ltd. Vincent & Co is a Lincolnshire-based firm that provides financial advice to over 130 clients in the
25-Apr-2022 02:31 PM

IN BRIEF: Kingswood Holdings promotes UK chief David Lawrence to CEO

Kingswood Holdings Ltd - London-based wealth manager - Promotes David Lawrence to board as group chief executive officer. Lawrence has been UK CEO of Kingswood since December 2020 and prior to Kingswood worked at Lloyds Banking Group PLC. He replaces G
21-Feb-2022 02:30 PM

IN BRIEF: Kingswood rises after completion of book assets acquisition

Kingswood Holdings Ltd - London-based wealth manager - Completes the acquisition of the book assets of Yorkshire, England-based financial planning business DJ Cooke Financial Planning Ltd for up to GBP1.5 million. The acquisition was announced in late
16-Feb-2022 02:50 PM

IN BRIEF: Kingswood rises after it hits milestone with Aim acquisition

Kingswood Holdings Ltd - London-based wealth manager - Buys Eastleigh, England-based financial advisory firm Aim Independent Ltd for GBP3.6 million. Says the amount is payable over a two-year period, with GBP1.8 million being paid on clo
02-Dec-2020 01:20 PM

Kingswood appoints UK CEO

Kingswood has named David Lawrence as the new CEO of its UK subsidiaries. Lawrence's appointment is subject to regulatory approval and will see him report to group CEO Gary Wilder. He has over 30 years' experience in financial services with Ll
23-Nov-2020 01:24 PM

Kingswood completes acquisition of US wealth business

Wealth management company Kingswood has completed its acquisition of a 50.1% stake in Manhattan Harbor Capital (MHC), a US-based broker dealer company. MHC will be rebranded as Kingswood US and combined with two other US acquisitions, Chalice Capital Par
18-Sep-2020 09:10 AM

Kingswood posts wider losses as higher costs offset jump in revenue

Wealth management company Kingswood reported wider first-half losses as a rise in costs offset a sharp increase in revenue. For the six months to 30 June 2020, pre-tax losses were £3.4m, compared with a profit of £2.2m, while revenue rose
15-Apr-2019 08:31 AM

Kingswood Holdings slashes losses despite 'highly' uncertain market environment, weaker investor sen

Kingswood Holdings slashed its annual pre-tax losses even as the wealth management industry saw slowing net inflows amid a highly uncertain market environment and weaker investor sentiment. For 2018, the company reported a loss before tax of £3.77
11-Mar-2019 08:01 AM

Kingswood appoints Najib Canaan as US CEO

Wealth management group Kingswood, said Monday it had appointed Najib Canaan as its US CEO as the company seeks to roll out its US expansion and grow investment distribution channels for its products. Mr. Canaan, who would join the newly restructured Kin

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