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November 14, 2022
Transatlantic consolidator Kingswood has completed the acquisition of Glasgow-based financial advice firm Strategic Asset Managers (SAM).
August 17, 2022
Transatlantic consolidator Kingswood has appointed Jade Rose and Max Sullivan as financial advisers, based at the firm's London and Kent offices respectively.
August 1, 2022
Kingswood Holdings has exchanged and completed on the acquisition of Smith Pearman and Associates - an independent financial advice company based in Hampshire. Smith Pearman and Associates has around 240 clients with £70m assets under administration servicing the Surrey and Hampshire region. It offers tailored
August 1, 2022
Good morning and welcome to your Morning Briefing for Monday 1 August 2022. To get this in your inbox every morning click here. NatWest eyes Quilter bid NatWest is in the early stages of considering a bid for wealth management firm Quilter, according to reports. City sources have apparently told This Is Money that
August 1, 2022
Kingswood Holdings has exchanged and completed the purchase of Hampshire-based IFA firm Smith Pearman and Associates in its sixth buyout deal of the year.