Company Kingswood Holdings Limited

Equities

EWG

GG00BKY4K072

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Annual profits - Rate of surprise

Sector Other Investment Management & Fund Operators

Market Closed - London S.E. Other stock markets 11:35:28 2024-04-26 am EDT			5-day change	1st Jan Change
11.5 ^GBX	0.00%		0.00%	-9.80%

Feb. 16	Kingswood signs new debt facility to support "growth agenda"	AN
Feb. 16	Kingswood Secures GBP8 Million Debt Facility from Pollen Street Capital Unit	MT

Kingswood Holdings Limited is a Guernsey-based integrated wealth and investment management company. The Company is engaged in the operation of an investment management and financial planning business. The Company offers a suite of wealth planning and investment management solutions to its clients, which range from private individuals to some of the United Kingdom's universities and institutions including investment advice and management, personal and company pensions, and wealth planning. The Company's segments include investment management, wealth planning, and United States operations. The Company's subsidiaries include KW Wealth Group Limited, which offers management services; KW Investment Management Limited, which provides investment management services; Sterling Trust Financial Consulting Limited, which is a holding company; KW Wealth Planning Limited, which is engaged in wealth planning business, and Kingswood Capital Partners LLC, which is an independent broker dealer.

Number of employees: 421

GBP in Million	2021	Weight	2022	Weight	Delta
United States Operations 76.8 %	128	85.4 %	112	76.8 %	-12.26%
Wealth Planning 18.3 %	17	11.5 %	27	18.3 %	+54.89%
Investment Management 4.9 %	5	3.1 %	7	4.9 %	+54.41%

GBP in Million	2021	Weight	2022	Weight	Delta
United Kingdom 100.0 %	150	100.0 %	146	100.0 %	-2.48%

Managers	Title	Age	Since
David Lawrence CEO	Chief Executive Officer	55	-
Jon Millam DFI	Director of Finance/CFO	-	21-07-31
Harriet Griffin COO	Chief Operating Officer	-	20-03-01
Rupert Mark Thompson CIO	Chief Investment Officer	-	18-10-09
Gary Wilder BRD	Director/Board Member	63	17-10-22
Lucy Whitehead PRN	Corporate Officer/Principal	-	-
Paul Hammick PRN	Corporate Officer/Principal	-	23-04-17
David Winckler PRN	Corporate Officer/Principal	-	-
Rachel Bailey HRO	Human Resources Officer	-	19-02-17

Members of the board	Title	Age	Since
Jonathan Freeman BRD	Director/Board Member	59	18-06-17
Lindsey McMurray BRD	Director/Board Member	53	19-12-15
Gemma Godfrey BRD	Director/Board Member	40	22-10-12
David Hudd CHM	Chairman	66	18-06-28
Gary Wilder BRD	Director/Board Member	63	17-10-22
Jonathan Massing BRD	Director/Board Member	65	17-10-22
Jane Warren BRD	Director/Board Member	59	22-10-12
duncan gerard BRD	Director/Board Member	-	Nov. 30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	216,920,719	55,136,331 ( 25.42 %)	0	25.42 %
Stock B	0	77,428,443	0	0

Name	Equities	%	Valuation
Kingswood Property Finance LP 66.44 %	144,125,262	66.44 %	20 M p
Monecor (London) Ltd. 4.830 %	10,476,969	4.830 %	1 M p
Unicorn Asset Management Ltd. 1.013 %	2,198,206	1.013 %	312 409 p
Gary Wilder 0.5140 %	1,115,051	0.5140 %	158 471 p
David Hudd 0.2996 %	650,000	0.2996 %	92 378 p
Jonathan Massing 0.1152 %	250,000	0.1152 %	35 530 p
CFS Management Ltd. 0.0967 %	209,815	0.0967 %	29 819 p
Jonathan Freeman 0.0405 %	87,750	0.0405 %	12 471 p

Kingswood Holdings Ltd.

10-11 Austin Friars

EC2N 2HG, London

+44 20 7293 0730

http://www.kingswood-group.com

Name	Category and Sector
KW Investment Management Ltd. KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.	Investment Managers
European Wealth Trading Ltd. European Wealth Trading Ltd. Financial ConglomeratesFinance Part of Kingswood Property Finance LP, European Wealth Trading Ltd. provides financial intermediation services. The private company is based in Cheltenham, UK.	Financial Conglomerates
European Wealth (Switzerland) SA European Wealth (Switzerland) SA Investment ManagersFinance Part of Forvest Trust SA, European Wealth (Switzerland) SA is a Swiss company that provides investment advice. The private company is based in Zollikon, Switzerland.	Investment Managers
European Financial Planning Ltd. European Financial Planning Ltd. Investment ManagersFinance Part of Kingswood Property Finance LP, European Financial Planning Ltd. is a British company that provides financial advisory services. The private company is based in London, UK.	Investment Managers

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Other Investment Management & Fund Operators

	1st Jan change	Capi.
KINGSWOOD HOLDINGS LIMITED	-9.80%	31.17M
BLACKROCK, INC.	-5.89%	113B
UBS GROUP AG	-3.98%	87.7B
APOLLO GLOBAL MANAGEMENT, INC.	+20.96%	63.57B
BROOKFIELD CORPORATION	+4.99%	60.75B
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.18%	42.76B
AMERIPRISE FINANCIAL, INC.	+7.95%	40.93B
3I GROUP PLC	+18.92%	34.26B
T. ROWE PRICE GROUP INC.	+6.03%	24.34B
STATE STREET CORPORATION	-5.19%	22.1B

Other Investment Management & Fund Operators