Kingswood Holdings Limited (KWG.L) LSE
Currency In GBp
- General
- Statistics
- Historical Data
- Profile
- Financials
Kingswood Holdings Limited
Address
10-11 Austin Friars
London, EC2N 2HG
United Kingdom of Great Britain and Northern Ireland (the)
Phone
44 20 7293 0730
Sector
Financial Services
Industry
Asset Management
Employees
367
First IPO Date
February 24, 2005
Key Executives
| Name | Title | Pay | Year Born |
| Mike Nessim | Chief Executive Officer of US | 0 | N/A |
| Peter Coleman | Chief Executive Officer & Director | 0 | 1970 |
| David Glyn Trefor Hudd | Independent Chairman & Legal Consultant | 75,000 | 1958 |
| Chris Metcalfe | Chief Investment Officer | 0 | N/A |
| Lucy Whitehead | Chief Client Officer | 0 | N/A |
| Neil McKechnie | Managing Director of Wealth Planning | 0 | N/A |
| Nigel Lindsey Davies | Managing Director of Fixed Income & Institutional | 0 | N/A |
| Paul Surguy | MD & Head of Investment Management | 0 | N/A |
| Rachel Bailey | Chief People Officer | 0 | N/A |
| Vinoy Nursiah | Group Chief Financial Officer | 0 | N/A |
Description
Kingswood Holdings Limited, based in London, United Kingdom, delivers extensive investment management and financial advisory services to clients across both the UK and the United States. The company, which commenced operations in 1997 and was previously known as European Wealth Group Limited until its rebranding in September 2018, organizes its activities into three primary divisions: Investment Management, Wealth Planning, and US Operations. Its comprehensive offerings cater to both individuals and corporate entities. For individuals, these include bespoke wealth strategies, personalized financial advice, pension and retirement planning, guidance on inheritance and estate tax, general tax optimization, succession strategies, protective advisory services, cash flow management, and foreign exchange solutions. Corporately, Kingswood assists organizations by supporting their HR functions with employee benefits administration and payroll services. The firm's diverse clientele spans private individuals, trusts, charities, various corporate bodies, universities, and other institutional clients.
