Kingswood Holdings Limited (KWG.L) LSE

6.75

+0(+0.00%)

Updated at April 16 08:24AM

Currency In GBp

Kingswood Holdings Limited

Address

10-11 Austin Friars

London, EC2N 2HG

United Kingdom of Great Britain and Northern Ireland

Phone

44 20 7293 0730

Sector

Financial Services

Industry

Asset Management

Employees

367

First IPO Date

February 24, 2005

Key Executives

NameTitlePayYear Born
Mike NessimChief Executive Officer of US0N/A
Mr. Peter ColemanChief Executive Officer & Director01970
Mr. David Glyn Trefor HuddIndependent Chairman & Legal Consultant75,0001958
Ms. Rachel BaileyChief People Officer0N/A
Mr. Chris Metcalfe IMCChief Investment Officer0N/A
Mr. Neil McKechnieManaging Director of Wealth Planning0N/A
Vinoy NursiahGroup Chief Financial Officer0N/A
Mr. Paul SurguyMD & Head of Investment Management0N/A
Mr. Nigel Lindsey DaviesManaging Director of Fixed Income & Institutional0N/A
Ms. Lucy WhiteheadChief Client Officer0N/A

Description

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States. It operates through three segments: Investment Management, Wealth Planning, and US Operations. The company provides wealth planning, advice process, pensions and retirement planning, inheritance tax and estate planning, tax planning, succession planning, protection advisory, cash management, and foreign exchange services. It also offers corporate solutions to organizations, including support to HR departments with employee benefits administration and payroll services. It serves private individuals, trusts, charities, corporates, universities, and institutions. The company was formerly known as European Wealth Group Limited and changed its name to Kingswood Holdings Limited in September 2018. Kingswood Holdings Limited was incorporated in 1997 and is headquartered in London, the United Kingdom.